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@SEIJohnA — 1,834 followers, 2,503 tweets

Sep 21, 2017

This recent financial-related micro-moment for clients provides a teachable moment for their advisors  http://bit.ly/2jNeBC1 

Sep 20, 2017

RT @xtiva: More from @SEIJohnA & @swershing: Client advisory boards vs. focus groups, what's best?  http://bit.ly/2ymGEeS  h/t…

Sep 20, 2017

RT @riainabox: RIA Compliance Issues When Charging Fixed, Flat, or Retainer Fees  https://hubs.ly/H08GfVn0 

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