How Modern Technology Connects Clients With Financial Advice With David Mehlhorn (Ep. 393)

Top Advisor Marketing Podcast

English - December 20, 2022 11:15 - 22 minutes - 20.2 MB - ★★★★★ - 34 ratings
Technology Business Investing Homepage Download Apple Podcasts Google Podcasts Overcast Castro Pocket Casts RSS feed

Previous Episode: Using Technology To Connect With Clients and Businesses With Brian McLaughlin (Ep. 392)

Next Episode: You Can Make Financial Planning Easy and Fun for Clients –– Here’s How! With Reese Harper (Ep. 394)

More and more “finfluencers” are popping up on social media, giving free financial advice that’s unregulated –– and sometimes terrible.
How can financial advisors cut through the noise?