Stuart Weems · Investopoly · Ep 431: How much life insurance do you need: And when to cut it
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Suggest that most financial-advice firms recommend more insurance than necessary, and that his firm, Pro Solution, recommends less
“We were a fee-based financial planning firm… a comprehensive insurance planning firm… we decided to merge because we wanted to create a more comprehensive holistic solution under one roof”
“We learned that when you took an AI recommended agenda, you were 30% more likely to actually show up to your sessions than when you built your agenda yourself.”
“Meta can help you get seen and even today, like Meta has gotten way more expensive than it was before. The CPMs are still a lot less expensive than they are on any other most platforms.”
“I would recommend for any emerging brand when you're starting. It's a lot less red tape and much easier to navigate”
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