Financial advising with a
A high-level preview of an upcoming training course on sales and marketing strategy. The question of the optimal financial advisor marketing strategy is not an idle one. Most advisors launch their new firms from a place of a modest financial reserves. At the same time, they get thrown into the deep end of the pool […]
05.29.19 | Patrick Brewer, CFA, CPA | 0 CommentsUnder $300K in revenue? Here’s what you need to know What do you get when you run a Google search for “starting an RIA”? You get over 3 million search results. That’s a ton of articles from industry news sites, consultants, and vendors that want to sell you the one perfect solution that you couldn’t […]
04.18.19 | Patrick Brewer, CFA, CPA | 0 Comments