Tag: Podcast

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

Coming to you today with a message about hope and possibility. Enjoy this inspirational Valentine’s Day message. After years of being sourly let down by