In a recent study by CNBC and Acorns, it was revealed that 99% of Americans are NOT working with a financial advisor. That means that nearly everyone you come in contact with is likely in need of your services.
In this episode of the Modern Financial Advisor podcast, Mike Langford explains why now is the best time to start targeting the 99% and he shares a few strategies for how to find clients.
Why Long-Term Care Insurance Should Likely Be A Part Of Every Client’s Financial Plan
How To Grow Your Financial Advisory Business By Helping Business Owners Sell Theirs
Reimagining Estate Planning As Helping Clients Make Premade Decisions For Their Loved Ones
One Man's Mission To Make It Easy For Financial Advisors To Go RIA
Why Financial Advisors Should Focus On Serving The Unique Needs Of Childfree Clients
Exploring The End-To-End Digital Transformation Of Wealth Management
How To Improve Your Financial Advisory Business One Week At A Time
How Financial Advisors Can Use Proxy Voting As A Service To Level Up
What Exactly Is Sustainable Investing? And Why Are Today's Clients Demanding It?
Why Financial Advisors Should Provide Simple Financial Health Metrics To Their Clients
How Advisors Can Tap the Hidden Growth Potential in Their Clients’ Communities
Cracking The Code On Organic Growth For Financial Advisors
Appreciating How Modern The Profession Of Financial Advisor Actually Is
Protecting Your Clients And Your Firm From Financial Fraud
How Financial Advisors Can Boost Business Development
Why Every Financial Advisor Needs An Executive Assistant
How Financial Advisors Can Help Clients Manage The Gap Between What They Think Is Happening And What Is Actually Happening
Want To Offer Better Financial Advice To Your Clients? Start With Checklists And Flowcharts
Why Writing A Short Book Can Help Financial Advisors Win New Clients
Unlocking The Hidden AUM Opportunity That Can Transform Your Client's Financial Future
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