A La Carte Planning Don’t Be A Victim

A dangerous phenomenon is happening within the financial services industry.     For years marketing gurus taught the masses about niche marketing.  We listened and drank the Kool-Aid.  It happened across almost every industry and worked like a champ.  By focusing on certain segments of the population, specialists homed in on their craft and focused [...]

By |2020-04-13T18:00:33+00:00May 29th, 2017|Financial Planning|