Alonso Rodriguez Segarra is a CERTIFIED FINANCIAL PLANNER™ who provides hourly, fee-only, and fiduciary financial planning services. He has over 20 years of experience in the financial world and has been named among the Top 100 Financial Advisors in the US by Investopedia. I’m not a really good golfer, but my two daughters are on their way to becoming fantastic golfers. He is presently the CEO of Advise-Financial.
In this episode, Chris and Alonso discuss:
- The Value of Tax Planning for Your Clients
- Turning Hourly Services into Recurring Revenue Streams
- The Rise of Bilingual Financial Education
- The Pros and Pitfalls of Lead Generation Services for Financial Advisors
Chris Brodhead helps growth minded Financial Advisors find more clients and grow their assets under management using strategic content creation and content distribution strategies.
If you are a financial advisor looking to grow your AUM this is the strategy for you!
