The financial services industry spends billions of dollars a year on marketing to perpetuate the elusiveness of “financial jargon,” making finance harder to understand than
Show Notes: Are there certain things you can’t (or shouldn’t) say as a financial advisor? Absolutely. I’ve heard some wild stories in my time in
Show Notes: Have you thought: “do I need a college degree just to be a financial advisor?” The quick answer is “no”. There are a
Show Notes: I found out about the great things Steven M. Hughes was doing with financial literacy through Instagram from his Know Money Inc. brand.
Show Notes: Do you want to know how to manage life and business? As an empty-nester, entrepreneur and financial advisor and husband of 22 years,
Show Notes: When you want to talk about the impact of technology (automation and digitization) on the financial advisor of today or tomorrow it might
Show Notes: Can women in finance find success in a male-denominated industry…ABSOLUTELY! There’s no better person to discuss this with than my friend and colleague,
Show Notes: I thought to take some time to answer some questions about being a financial advisor and certified financial planner. This was
Show Notes: Get ready to learn social media growth tips for financial advisors! My latest guest Mr. Andre Albritton (IG: @themillennialsnextdoor) stopped by to provide
In my experience as a financial advisor, I see people leaving a lot of money on the table–especially during the annual open enrollment period for
