Retirement Advisor: Attracting Clients

from SA For FAs · host Seeking Alpha

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

Episode metadata supplied by the publisher feed · Published Oct 29, 2019

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Retirement Advisor: Attracting Clients

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