Nov 25, 2020

Do you used LinkedIn on a regular basis? Your clients, or more importantly, their kids most certainly do. Making certain your profile reflects your personal brand has never been more important that it is today. Debra Jasper, founder and CEO of Mindset Digital walks us through best practices to build a great...

Nov 20, 2020

Can you find new business by sharing great ideas? Teresa Leno says the answer is a definitive "yes". Teresa is a former financial advisor turned entrepreneur and the Founder of Fresh Finance. Teresa started Fresh Finance to solve the problem of outdated client communication solutions for advisors to...

Nov 13, 2020

Do you have a go-back ready with all your critical financial files? Can your family recite the emergency drill in case a market or job catastrophe hits? Nancy Doyle, author, speaker and high net worth advisor joins and talks through the plan to get to a plan.

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Nov 6, 2020

Some of your most overlooked prospects in the pandemic may be the female members of the couples you have helped over the past several years. Kathleen Burns Kingsbury talks to us about how to better cultivate your relationship with the female members of the families you serve. Kathleen is a wealth psychology expert,...