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Tips from two top financial advisors | Talk Money to Me crossover

Equity Mates Investing Podcast

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Aur, Are You Writing Goals for Your Financial Advice Business?

Gos: We now manage, i think, 35 billion as insured os, 35 bill assets under management. So we want to take a little bit more of that piece of the pie. A, but youte, full transparency. About a hundred and 30 on going clients. There's so many strategies out there as well that you just wouldn't have heard of. Yer, there a bit of a pain to set up initially. But once you've got everything set up, smooth sailing.

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