You have to remember this is, first and foremost an investment. Listen
"There is more to tax-efficient investing than simply choosing an ETF."
ListenYou have to start with the basics and layer on complexity.
ListenIt's easy to forget that people don't know things unless you tell them.
ListenEvery money decision has a tax impact, and that's especially true for healthcare cost.
ListenThe best estate planning happens when you bring multiple generations to the table.
ListenYou need to be qualified AND memorable.
ListenYou have to start by understanding who you want to be and to whom.
ListenProactively calling clients is one of the best ways to change their experience.
ListenYou've got to take care of the basics first, but there is more out there.
ListenI'm DIYer, I'm all about that but there are limits and it's important to know what they are.
Listen