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Behind The Advisor

Ep #63: Alan and Kitces Unhinged - Spammy Marketing, Selling Insurance, and More

31 Aug 2016

Description

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

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