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Guide to Financial Advisor Marketing for Millennials

FMG

According to Smart Asset , only 11% of millennials use financial advisors regularly. Only about a third of financial advisors actively target millennials. That means many millennials need financial advice and plenty of opportunities for financial advisors.

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How To Grow Your Retirement Business In The 2020 Economic Crisis (Webinar)

Indigo Marketing Agency

If you’re like most advisors, you’re likely starting to come up for air after the shock of the coronavirus pandemic. Now that you’ve contacted your clients, rebalanced accounts, and communicated your plans, it’s time to think about growing your business during this crisis.

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Transcript: Ramit Sethi

The Big Picture

I’ve always thought of you as like a financial advisor, but on the show, It’s almost like you’re a therapist/counselor. RITHOLTZ: That’s more counseling than it is financial advice. And that’s where I think people go wrong. RITHOLTZ: Really, really fascinating. Why aren’t they?