How to Serve “The Wasteland”
Another adviser recently described the $100K–$500K income bracket as “a wasteland”, a place where, as they put it, “it’s hard…
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Analyzing Recent Immigrant Client Relationships
A significant portion, even the majority lately, of my new advisory clients are recent immigrants. This week I was approached…
Is it time for a LinkedIn strategy reassessment?
LinkedIn: “_______ follows you and is inviting you to connect” Me: Clicks “Accept” LinkedIn: “Take care when connecting. For your…