Aug 15, 2018
This isn't to be greedy, but you need to get 100% of your client's money. Only getting access to smaller portions of a client's portfolio opens you up to too many opportunities for failure. Dan will tell us why that's the case and why you shouldn't be scared to commit to implementing this strategy and mentality in your...
Aug 2, 2018
Dan has a new book out. It's called "Defuse: 7 Steps to Saving Your 401k from the IRS." He'll tell you why he decided to put so much focus into this topic and conversation and give you details about how you can benefit and co-author editions of the book.