Why Advisors Keep Screwing Up Their Marketing and How to Get it Right

"You have to figure out who you are, who you are meant to serve, why you want to serve them and everything else will flow out of that," says Patrick Brewer, president and CMO of WealthSource. Host: Greg Bartalos.

Om Podcasten

The Way Forward: interviews with top wealth management professionals about topics including compensation, hiring, marketing, next-gen, and more.