Retirement Advisor: Attracting Clients - SA For FAs

What this episode covers

A listener recently sent me a note asking what advice I would offer a new advisor just staring out. This podcast (6:17) proposes that rookies need to address both the substance and business of financial advice. From the business perspective, advisors must let people in their target audience know that they help people like them meet the retirement challenge.Learn more about your ad choices. Visit megaphone.fm/adchoices

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Frequently Asked Questions

How long is this episode of SA For FAs?

This episode is 6 minutes long.

When was this SA For FAs episode published?

This episode was published on October 29, 2019.

What is this episode about?

A listener recently sent me a note asking what advice I would offer a new advisor just staring out. This podcast (6:17) proposes that rookies need to address both the substance and business of financial advice. From the business perspective,...

Can I download this SA For FAs episode?

Yes, you can download this episode by clicking the download button on the episode player, or subscribe to the podcast in your preferred podcast app for automatic downloads.