Updated May 18, 2022, at 4:35 PM
Is the financial dinner seminar dead?
Nope.
But with the proliferation of the Internet in everyday life, your target audience might not be so compelled to listen to your dog and pony show since they have answers at their fingertips.
Don’t sweat it.
A client’s financial well-being consists of various products, strategies, and goals pulled together with a financial professional’s help. There are taxes to consider, estate plans to review, investments to monitor, retirement plans …
Updated July 27, 2022, at 3:03 PM If you search online, there’s an unending list of financial advisor conferences and seminars – Michael Kitces provides a master list of top financial advisor …