Monday Jun 27, 2022

How to convert DIY Investors into great clients!

On this episode of The Financial Advisor's Edge Podcast, a podcast for Financial Advisors and Planners,  Gregg, Jim, Brad, and Jeff discuss why financial advisors should stop wasting time chasing their non-ideal clients.  They share strategies you can deploy in your financial services practice to save time, money, and focus on growing your business the way you want.

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