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JD Gardner on The Deep Dive: Strategies for Effective Client Communication

JD Gardner on The Deep Dive: Strategies for Effective Client Communication

by Marketing | Apr 30, 2024 | Appearances, Market Notes, Media Notes

Recently, JD sat down with Jay Hummel, CEO and co-founder of the Wealth Advisor Growth Network and host of The Deep Dive podcast. During this episode, JD and Jay discuss: How to differentiate your investment offering Effective client communication strategies...
JD Gardner on The Deep Dive: Strategies for Effective Client Communication

Alli Jordan and JD Gardner on Advisor Growth

by Marketing | Mar 5, 2024 | Appearances, Market Notes, Media Notes

You’ll recognize JD, but Alli from LibertyFi will be new to most of you. We couldn’t be more excited to have Alli and her crew on Team Aptus. LibertyFi does an amazing job helping advisors grow by taking middle and back office functions off of their plate....
JD Gardner on The Deep Dive: Strategies for Effective Client Communication

Meb Faber Show: JD Gardner – Bridging the Behavior Gap

by Marketing | Jul 27, 2023 | Appearances, Market Notes, Media Notes

On July 5, 2023, JD Gardner sat down with Meb Faber from Cambria Investment Management. The episode has an overarching theme that can be summarized by a quote from JD himself: “A strategy’s return is much less important than an investor’s return while exposed to the...

“A strategy’s return is much less important than an investor’s return while exposed to the strategy”

by Marketing | Jul 27, 2023 | Market Notes, Media Notes

Meb Faber Show:  Episode #491: JD Gardner – Bridging the Behavior Gap
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For more information about our firm or to receive a copy of our disclosure form ADV and Privacy Policy, contact us. Thank you for visiting our site. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any securities. Aptus Capital Advisors’ website and its associated links offer news, commentary, and generalized research, not personalized investment advice. This website is for informational purposes only and does not constitute a complete description of our investment services or performance. Nothing on this website should be interpreted to state or imply that past results are an indication of future results. All investments involve risk and, unless otherwise stated, are not guaranteed. Be sure to consult with a tax professional before implementing any investment strategy. Aptus Capital Advisors is a Registered Investment Advisor (RIA) registered with the Securities and Exchange Commission and is headquartered in Fairhope, Alabama. Registration does not imply a certain level of skill or training.