You have to remember this is, first and foremost an investment. Listen
And if that doesn't happen, I'm not doing a good job, and you should fire me.
ListenAnd if that doesn't happen, I'm not doing a good job, and you should fire me.
ListenYou have to start with understanding the goal you are trying to accomplish
ListenYou have to start with understanding the goal you are trying to accomplish
ListenGetting people to move is the biggest challenge
ListenSystems equal comfort, comfort equals profitability
ListenSteven and his guest Larry Sprung go big, sharing the largest Roth conversions they've seen
ListenThe best (and worst) ways for financial advisors to seek professional CPA referrals.
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