I don’t think I would ever invest money with someone who isn’t on Twitter.
Wealth Management/Industry News
Josh here – on today’s Talk Your Book, my friend Aaron Schumm stops by to talk about the $28 trillion opportunity independent financial advisors and RIAs aren’t paying enough attention to. That’s how much investor capital is currently invested in retirement plans, many of which are outdated, clunky or poorly managed. 401(k)’s have long been…
The world needs order takers as well as financial advisors.