For financial advisors, landing the right clients isn’t about high-pressure sales tactics—it’s about a thoughtful, strategic approach. The ideal clients trust your expertise, value your ...

I’M JOINED RIGHT NOW BY FINANCIAL ADVISOR RICK ROSE. WE TALKED TO YOU SEVERAL TIMES HERE ON THE SHOW. THANK YOU SO MUCH FOR COMING IN THIS MORNING. THE AVERAGE PERSON THIS IS THIS IS A LOT OF ...