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Posts Tagged ‘donald miller’

Quick Hits – Math Problem:: Interest Rates:: Marketing Book Recommendation

By Corysswain | June 16, 2020 | 0

One thing you can predict these days is the next day will be as unpredictable as today! If there was ever a time for someone to need a financial advisor it is RIGHT. NOW! Especially for someone nearing retirement and can’t afford these swings in their portfolio, you can save their life! In my opinion……

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For financial professional use only. The Proven Way podcasts and information on this page are intended for informational purposes only. The information and opinions contained herein are independent of the hosts, and do not necessarily reflect the views of Advisors Excel. Financial professionals are ultimately responsible for the implementation of any concepts, strategies or technologies discussed and should be aware of any and all applicable compliance requirements of any broker-dealer or Registered Investment Advisor with which they may be affiliated, the insurance carriers they represent, federal regulators and state insurance regulators. The marketing strategies discussed in this podcast may not be permissible at all firms. Please consult your firm's Compliance policies and procedures prior to implementing any marketing strategy. Results from the use of these concepts are not guaranteed. 

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