Chuyển sang chế độ ngoại tuyến với ứng dụng Player FM !
4/23/24: A Huge Opportunity for Financial Advisors
Manage episode 414104133 series 3304352
A third of Millennial millionaires plan to switch financial advisors this year. Discover why this trend presents a massive opportunity for proactive financial firms.
#MillennialMillionaires #FinancialAdvisors #InvestmentTrends #WealthManagement #FinancialPlanning #MillennialWealth #AdvisorSwitch #InvestingTips #FutureFinance #FinancialServices
-----
Subscribe to podcast updates: https://form.jotform.com/223614751580152
Ask Ric: https://www.thetayf.com/pages/ask-ric
-----
Links from today’s show:
50% Off CBDA and VISION = Bitcoin Halving Celebration (use code “HALVING”): https://dacfp.com/
Why Bitcoin Will Rise to $420,000 (FREE Webinar!) - REGISTER HERE: https://dacfp.com/webinar-why-bitcoin-will-rise-to-420000/
-----
Follow Ric on social media:
Facebook: https://www.facebook.com/RicEdelman
Instagram: https://www.instagram.com/ric_edelman/
LinkedIn: https://www.linkedin.com/in/ricedelman/
X: https://twitter.com/ricedelman
YouTube: https://www.youtube.com/@RicEdelman
-----
Brought to you by:
Invesco QQQ: https://www.invesco.com/qqq-etf/en/home.html
Schwab: https://www.schwab.com/
Disclosure page: https://www.thetayf.com/pages/sponsorship-disclosure-fee
-----
405 tập
Manage episode 414104133 series 3304352
A third of Millennial millionaires plan to switch financial advisors this year. Discover why this trend presents a massive opportunity for proactive financial firms.
#MillennialMillionaires #FinancialAdvisors #InvestmentTrends #WealthManagement #FinancialPlanning #MillennialWealth #AdvisorSwitch #InvestingTips #FutureFinance #FinancialServices
-----
Subscribe to podcast updates: https://form.jotform.com/223614751580152
Ask Ric: https://www.thetayf.com/pages/ask-ric
-----
Links from today’s show:
50% Off CBDA and VISION = Bitcoin Halving Celebration (use code “HALVING”): https://dacfp.com/
Why Bitcoin Will Rise to $420,000 (FREE Webinar!) - REGISTER HERE: https://dacfp.com/webinar-why-bitcoin-will-rise-to-420000/
-----
Follow Ric on social media:
Facebook: https://www.facebook.com/RicEdelman
Instagram: https://www.instagram.com/ric_edelman/
LinkedIn: https://www.linkedin.com/in/ricedelman/
X: https://twitter.com/ricedelman
YouTube: https://www.youtube.com/@RicEdelman
-----
Brought to you by:
Invesco QQQ: https://www.invesco.com/qqq-etf/en/home.html
Schwab: https://www.schwab.com/
Disclosure page: https://www.thetayf.com/pages/sponsorship-disclosure-fee
-----
405 tập
Tất cả các tập
×Chào mừng bạn đến với Player FM!
Player FM đang quét trang web để tìm các podcast chất lượng cao cho bạn thưởng thức ngay bây giờ. Đây là ứng dụng podcast tốt nhất và hoạt động trên Android, iPhone và web. Đăng ký để đồng bộ các theo dõi trên tất cả thiết bị.