Category: Podcast

What’s it like being an Edward Jones financial advisor?

If you are thinking about becoming an Edward Jones financial advisor, STOP and read this blog ASAP! This is the true story of Nathan Penha,

June 20, 2022

This interview with Cody Garrett, CFP, of Measure Twice Financial was mind-blowing. It’s so clear to me what the future of financial advice is –

May 23, 2022

Direct indexing sucks – don’t do it. Here are the reasons it will ruin your clients’ portfolios and you should run away as fast as

May 9, 2022

Almost every time I do something weird with my business to the point that anyone I tell laughs at it, those are the times of

April 25, 2022

The other day it hit me that the only systems in America other than AUM where you pay more for making more are alimony, child support,

April 11, 2022

There’s so much useless crap advice on the subject of financial advisor prospecting emails. Here are some sample email sequences you can use when you

March 28, 2022

Be scared, because flat fee financial advisors are about to steal your clients. And if you don’t believe me, listen to this podcast. Even if you have

March 14, 2022

There’s a ton of BS out there, so I wanted to clear the air with this complete guide to financial advisor marketing. In this blog

March 7, 2022

You are traveling through another dimension, a dimension not only of sight and sound but of volatility. Welcome to the crypto zone. In this interview

February 28, 2022

Do you ever get ticked off when you see the competition doing better than you? Don’t get mad; just use these wholesome and (at the

February 7, 2022