Dec 21, 2017
Financial advisors can waste a lot of money on things that simply don't work. Dan says it's quite easy to figure it out in advance instead of after the fact.
Dec 14, 2017
It's the end of the year. That means you're likely setting your goals and budgets for 2018. How much of that budget should go toward marketing and what should that effort entail? We'll ask Dan on this week's podcast.
Dec 7, 2017
You might run into Second Opinion Sam often. He's the guy who's very happy with his current financial advisor and overall situation. However, he always likes to get a second opinion to make sure things are on track. Dan shares with us how he handled the most recent version of Second Opinion Sam when he came to...
Nov 30, 2017
When someone gives you coaching, it's usually a good thing. But if you get the wrong kind of coaching, it could be a huge detriment to your business and your ultimate success. Dan attended a recent coaching guru's bootcamp and shares his findings with us on this week's podcast. #ThereAreNoGurus
Nov 21, 2017
Ever have a client who gets so bogged down by the details of a plan that it threatens your relationship before it even gets off the ground? Dan will tell us how he helped "Detail Dave" sort out his financial anxiety and need for ridiculous amounts of detail throughout the process.