CFP Practitioner, Custom Tools, Customer Journey, Subscription, twitter E02 | John Buerger finds clients on Twitter (part 1)John Buerger is the principal of ALTUS Wealth, a fee-only firm based out of ... Read More
CFP Practitioner, eCourses, Email Marketing E01 | Acquiring clients with eCoursesMatt Becker, principal of Mom and Dad Money, joins us for our first show ... Read More