Financial advisor marketing and marketing to the affluent depend on a great business plan...In my opinion there are three types of financial advisors and financial planners...which one are you?
This short video highlights the day-to-day activities you might expect to encounter when you are a Personal Financial Advisor.
What is a Financial Advisor? Is there a difference between a financial planner and a financial planning and wealth management firm? In this video I will not only answer that question but give real life examples of how the difference between these two can affect and investor and that investor's family.