financial advisors

“We serve 19,000 today across the country.”

“The strong robos, they embrace the human advisor. They embrace the human element. They realize whenever the market turns, you know, turn south, which we, you know, we haven't had a recession since June of 2009 turn south. It doesn't matter whether you have 10,…”

“The average age of a financial advisor is 61 years old, and 10, even more importantly, 10% of those advisors are under the age of 35.”

“You know, all that stuff is typically handled in house, but increasingly those advisors are going off and being independent.”

“So one of the roles that we're hiring for right now is a channel sales rep. We want to tap into the 300,000 financial advisors, wealth managers, CFPs in the country that often talk to their clients about estate planning from day one.”

“Your best set of influence is not these sports agents, though they're great. It's your top 10 to 15 clients. And your top 10 to 15 clients already have a reach of thousands of people.”