MEDIA REVIEWS - May 8-15, 2023
The Advisor Perspectives articles include write-ups of several sessions from the recent Mauldin Conference, and the speakers seem to have been pretty gloomy; the forecasts and predictions consistently include a recession (they disagree on whether it will be steep or not) and a market downturn in our near future. And on the marketing front, Michelle Donovan shares some of her best advice on cultivating referrals from clients and centers of influence.
In the Nerd’s