What is the future of financial advisor fees?
In this podcast I talk with Bob Veres about the future of the industry, and specifically, financial advisor fees. We talk about what the value
October 10, 2022
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Should the CFP Board police financial advisor “bad apples”? The debate continues! (Part Two)
In Part Two of our two part series on the CFP Board, the heated debate continues. We’ll discuss these questions: The CFP Board has specifically
September 26, 2022
A rowdy debate on if direct indexing is worth it or not. Should you be doing this for clients?
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
August 15, 2022
Avoid these terrible financial advisor jobs and get one that rocks! (using these tactics)
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
July 18, 2022
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
Advice-only financial planners are stealing the show!
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
Don’t poison your clients’ portfolios with Direct Indexing!
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
Wild, wacky niches and target markets for financial advisors (+ examples)!
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
Saving investors from the “Humpty Dumpty portfolio” with hourly financial advisor Rick Ferri, CFA
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
Two sentence financial advisor email sequences that WON’T make you sound like a teenager
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
