Top Advisor Marketing Podcast

Top Advisor Marketing Podcast


Episode 263 – How to Help Your Client’s Adult Kids Figure Out Their Financial Future – With Brian Ursu

October 06, 2020

Millennials and Gen Zs are often left asking themselves, “Now what?” when they’ve received their first big paycheck or a windfall of money. - In this episode, Matt speaks with Brian Ursu, president of Intentional Wealth Advisors and the author of “Now...