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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
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Subscribe to podcast updates: https://form.jotform.com/223614751580152
Ask Ric: https://www.thetayf.com/pages/ask-ric
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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/
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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
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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
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464 episodes
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
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464 episodes
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