Marketing: How Every Advisor Can Use The White Labeled Backdoor Roth IRA Flowchart
Members incorporate checklists and flowcharts into their marketing efforts in various ways, which you can read more about here. Undoubtedly, getting started can be overwhelming for some advisors, so we’ve taken the guesswork out of the process.
What follows is a step-by-step tutorial that any advisor — fpPathfinder member or not — can put into practice right now. Read the full blog post here.