AI-powered
podcast player
Listen to all your favourite podcasts with AI-powered features
2min chapter
Worlds To Conquer - Chasing Money VS. Delivering Massive Value
The Perfect RIA
How to Choose the Right Clients for Your Business
Shlan's Get Insociuses helps clients find the right financial advisor for them. Shlan: "I work with pre-retirees, people that are five years away from retirement" He says he doesn't mind working with younger professionals as long as they're willing to pay him.
00:00
Transcript
Episode notes
Get the Snipd
podcast app
Unlock the knowledge in podcasts with the podcast player of the future.
AI-powered
Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode
Save any
moment
Hear something you like? Tap your headphones to save it with AI-generated key takeaways
Share
& Export
Send highlights to Twitter, WhatsApp or export them to Notion, Readwise & more
AI-powered
podcast player
Listen to all your favourite podcasts with AI-powered features
Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode