Behind The Advisor cover image

Ep #368: Unchaining Student Loan Repayment: New Laws Are Reshaping How We Serve Clients

Behind The Advisor

00:00

Challenges and Success in Managing Student Loans for Advisors

This chapter explores the difficulties faced by advisors in handling student loans and the lack of integration of student loans in financial planning. It also discusses successful client acquisition methods through referrals, SEO, and content marketing, as well as the impact of being featured in an article on attracting clients.

Transcript
Play full episode

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!
App store bannerPlay store banner
Get the app