Your Value is in Transforming, Not Informing Your Clients
Advisors can use technology to create augmented service relationships that will help transform how their clients plan and how they live their lives
A Barron’s Top 15 Advisor on His Unorthodox Way to Billions in AUM
Steve Cassaday and I talked about how he’s grown from $44 million in AUM to the #12 ranked advisor in Barron’s list of the Top 100 Independent Financial Advisors and $2.7 billion in AUM