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CEO and Lead Financial Planner Nestor Vargas, CFP® , pops up in the corner asking, “Can I help you find the answer to a specific question?” Live Chat Integration Factors to Consider There are many ways that the live chat feature can make life easier for an advisor and not just the visitor.
Here’s this year’s joust which got a leeetle bit rowdy as these financialadvisors hash it out. I am a CFA® charterholder and I used to be a financialadvisor. I have a newsletter in which I talk about financialadvisor lead generation topics which is best described as “fun and irreverent.”
I am a CFA® charterholder and I used to be a financialadvisor. I have a weekly newsletter in which I talk about financialadvisor lead generation topics which is best described as “fun and irreverent.” Robert Wright, CFP Lee: The list of things Gary Gensler doesn’t own is probably very short.
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