Apr 20, 2022
On today’s episode, the Founder of Windows of Opportunity and the Logic Trac system joins us to discuss how he’s helping advisors increase their revenue and how they can change the lives of their clients in a positive and impactful way. Coach Bill started Windows of Opportunity to teach advisors about marketing,...
Apr 6, 2022
On today’s episode, we are joined by a pioneer at Lone Beacon who is revolutionizing their marketing platform with a turnkey digital solution. Mike has helped develop one of the leading independent advisor marketing tools in the industry.
As financial professionals and advisors, we often want to attract the right...