David Bach is one of the most well-known names in personal finance and the RIA space. In 2018, AE Wealth Management ranked as the second-fastest-growing RIA in America according to Investment News and Financial Advisor Magazine.

David is also an 11-time best-selling author, including 9 New York Times best-selling books that have sold over 7 million copies and been translated into 19 languages. His latest, “The Latte Factor,” is also a huge hit.

And on top of all that, David’s massively popular “Smart Women, Smart Retirement” seminars are currently being taught coast to coast by his licensed advisors.

On today's show, we do a deep dive on marketing, with a focus on seminars and the kind of storytelling David uses to connect with prospects and grow great businesses.

117. Bonus: Q&A- How do you book your first credit when you're doing "everything right"?