This episode shows you the benefits of learning the right questions designed to uncover family feelings and create an atmosphere of
venerability. There’s now a popular iPhone app that is being used to distribute the right questions to family members with surprising success and can be leveraged with email, Twitter and Facebook.
I interviewed millennial marketer David Specht, CFP, one of the top revenue-generating advisors of the next generation of fee-based
planners. David's articles have appeared in The New York Time, Business Week,
Family Business Magazine and Farm Journal. He has also earned a degree in
business management, as well as a master's in tax and financial planning.
The views expressed here are those of the author and not necessarily those of ProducersWEB.
Reprinting or reposting this article without prior consent of Producersweb.com is strictly prohibited.
If you have questions, please visit our terms and conditions
Steve Savant is the host of the daily producer show, Let’s Get Down to Business, and the weekly consumer show, Steve Savant’s Money, the Name of the Game. Both shows are sponsored by Ash Brokerage. Steve is the #1 online author and videographer of insurance content. Steve has been cited on FO... More