Advisor Gold - The Missing Allocation
Where Financial Professionals learn how to help their clients own physical gold and silver. Kerry Morris, CFP®, a 24 year veteran in financial services and Ryan Long, President of National Gold Consultants team up to answer the Why, How and What of owning physical Gold and Silver.
Advisor Gold - The Missing Allocation
So, the client said Yes, what have you Missed that could Bite You?
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Kerry Morris and Ryan Long
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Episode 15
In this episode, we answer the question – So, the client’s said yes, what have you missed that could come back to bite you. After listening today, you’ll understand those key mistakes that Ryan and his team see advisors make way too often and how to not make them. You’ll provide a better experience for your clients and save time and trouble for yourself.