Tag: Financial Literacy
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074 Building Your Brand With Social Media with Debra Jasper
Do you used LinkedIn on a regular basis? Your clients, or more importantly, their kids most certainly do. Making certain your profile reflects your pe…
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065 Discovering Your Retirement “Safe” Word with Lindsay Goldwert
Lindsay Goldwert, Editor-in-Chief of Zeta, successful podcast host, joins us on our podcast today. We talk about how to make people feel safe about op…
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059 Mastering Money For The Masses With Norm Champ
Today’s virtual advisor model creates a new opportunity to educate more people than ever about basic financial concepts. We explore both challenges an…
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012 Many people spend more time planning for vacation than retirement
How many of your clients have spent more time planning their vacation than their retirement? Probably even more than we think. In today’s show, we cov…