Transparency is the key, it's about letting people know up front what you do and how you are compensated
Tying the estate planning process to other life events and milestones is a great way to keep the focus on the bigger goal estate planning looks to address.
Great marketing is about helping someone move away from pain and towards pleasure.
It takes an intentional plan to go from snorkeling on taxes to Scuba diving, which is where the real value is.
There is more to tax efficient investing than simply choosing an ETF.
Every advisor should be creating content of some kind
