Episode 25 - How to get clients as a financial advisor by looking beyond the 1%

from Modern Financial Advisor · host Truelytics

In a recent study by CNBC and Acorns, it was revealed that 99% of Americans are NOT working with a financial advisor. That means that nearly everyone you come in contact with is likely in need of your services. In this episode of the Modern Financial Advisor podcast, Mike Langford explains why now is the best time to start targeting the 99% and he shares a few strategies for how to find clients.

Episode metadata supplied by the publisher feed · Published Nov 20, 2019

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Episode 25 - How to get clients as a financial advisor by looking beyond the 1%

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This episode was published on November 20, 2019.

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