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...