Ep #63: Alan and Kitces Unhinged - Spammy Marketing, Selling Insurance, and More
Behind The Advisor · Behind The Advisor
August 31, 20161h 5m
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Show Notes
Your cohosts address questions from the XYPN community on whether spamming potential clients is a reasonable marketing technique, why selling insurance doesn't vibe with the fee-only structure, when and why advisors should register an RIA, and more.
You can find show notes and more information by clicking here: https://www.xyplanningnetwork.com/63