Once investors realize that they are responsible for their own financial security, the first gift they should give themselves is a financial advisor. In this podcast, we share ways advisors can speak to clients who have decided it's time to put themselves first and are saying, "#NowMe".
Jeff James & Baxter Robb
Lon W Broske, CFS®, CFP®
TD Securities
Quilter Cheviot
NASAA
Northwestern Mutual
Cătălin Briciu
Cameron Bernadsky
Abhishek Kumawat
Merle Dent
Ryder Taff, CFA, CIPM
Quilter Cheviot
BlackFox Network
Mauricio Orantes & Michael David
Cushing® Asset Management
Hightower Advisors
Local Grower
Yermiah and Kam
Parallel Financial
Laila & Dryden Pence
Hightower Advisors
Paul Cochran
Jim Munchbach
Ritu Khanna
Ramsey Solutions
Penobscot Financial Advisors
Fidelity Early Careers
Enid Kathambi
Nick Hengl
Vanessa N. Martinez
NCM Investments
Billy Hopkins & Kyle Kuyat
Jona Tamondong
Toussaint Bailey
Laila Pence
e-learning
NCM Investments
Randy
The Perry Richey Group
NCM Investments
WMR.FM
andreykhovratov
Quilter Cheviot
Global Peer Financing Association
Ventura
The 282 Group
Sumayah Sampson
NCM Investments
Russ Story
Leo and Chris
Media Research
WCM Investment Management.
Ethan Koch
None
Evan Louise Madriñan
Wealth Advocates
Strictly Business
Norton Rose Fulbright
Evolve ETFs
NCM Investments
RTHK.HK
Robert Stanlick
securepodcast
Hohimer Wealth Management
Jim McGovern
Gerald Hayes
Mary Oboh
Nigel Baker
assetbuilder
Teresa Mitchell
Marissa Frois
RIAcast LLC
Intersec Expo
Seraphim
Barbara Provost
Yolanda Robinson
LaSalle St.
Walth.org
Elise Levy, Holly Henry and Larry Elovitz
Mark Reynolds
Scythe & Spade
Kate Mensah
Soulmate Seasons
Aristotle
Affinity Plus Federal Credit Union
Fortress Fund Managers
SIFMA
Holland Henderson, Troy Garcia, Chad Jones, Lyle Bowlin
Jerry Davidse
Stathis Partners, LLC
None
Jeremy Goldfarb
WP BrandStudio / T. Rowe Price
Bank Investment Consultant
Deutsche Bank
KeyCorp
Axius Partners
Gateway Financial Partners
InvestmentNews