Why AI Means Referrals Are Even Better Now Than Ever Before For Financial Advisors That Target High Net Worth Clients and/or Business Owners

There was a tremendous post on LinkedIn recently by Mark Stouse, shared by my friend Timothy Hughes from DLA Ignite, that prompted this week’s post for my paid subscribers: AI…

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We are moving!

We are moving! Short story: I am consolidating my two blogs into one, effective January 2025. The Finish With A Sprint blog will become a part of my Can I…

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