Here are three reasons that appointment setting for financial advisors is crap, and you should probably avoid engaging with these services. It’s a lousy way to go; don’t do it. But before we get into it, for those of you who are new to my blog/podcast, my name is Sara. I am a CFA® charterholder …  Appointment setting for financial advisors STINKS (don’t do it!) Read More »

Here are three reasons that appointment setting for financial advisors is crap, and you should probably avoid engaging with these services. It’s a lousy way to go; don’t do it. But before we get into it, for those of you who are new to my blog/podcast, my name is Sara. I am a CFA® charterholder … Appointment setting for financial advisors STINKS (don’t do it!) Read More »

Appointment setting for financial advisors STINKS (don’t do it!)

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Appointment setting for financial advisors STINKS (don’t do it!)

Appointment setting for financial advisors STINKS (don’t do it!)