Always the possibility of fee resistance in delivering financial advice, and how we present our service is a large part of that problem. #growth #advisors
Many energized discussions and engaged explorations of key industry topics through their Main Stage Presentations, Breakout Sessions, and Social Settings.
Believe it or not, I use my own referral system. Yes, what I wrote about in my latest book is actually what I do for my self. #growth #advisors #referral
Do you view your savings, investments and debt as one big thing, or do you have separate accounts in your mind for the different categories? #investors