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Monthly Archives: August 2022

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The Boogie Man is Watching! Ask Roger – Podcast For Financial Advisors

Article: Recruiting, Podcast & VideosBy TGGAugust 17, 2022

Who is the Boogie Man? The Boogie Man is your compliance department who knew this already? You knew that they’re watching, but we’ve seen a massive increase in the scale of firms watching over the shoulder of those advisors with massive divisions within your firm that are getting more and more efficient. Watching everything you…

Transitioning in A Tough Economy? Ask Roger – Podcast For Financial Advisors

Podcast & VideosBy TGGAugust 5, 2022

  Today’s podcast is about transitioning in a tough economy. Is this the time to move? There never is a good time to move. When markets are booming. It’s really busy. Really tough to consider when markets are getting smacked and things are down and you’re holding a lot of clients hands. Another really tough…

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