In this savage, take-no-prisoners debate, Igor Smolyanskiy, Michael Kotarinos, Scott Salaske and I debate whether or not direct indexing is worth it. Pull up a
I’ve come to rescue you from the terrible financial advisor jobs pitched at you by recruiters at wirehouse, bank, and insurance company “training programs.” RUN
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,
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 –
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
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
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,
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
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
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
