Will 2016 be a hit or a flop for your business? Like it or not, in marketing, you get out what you put in. Take the 2016 marketing challenge to invest in your business and grow your AUM this year! Watch this video to learn more. For more access to my exclusive …
Marketing for Financial Advisors
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This Month's Webinar
The Advisory Practice of the Future
Do you ever feel overwhelmed or behind when it comes to technology for your practice? Many advisors I work with are looking to upgrade their technology but don't know where to start.
That's why I've invited financial advisor and technology consultant Arielle Minicozzi to share the secrets of The Advisory Practice of the Future. We'll review how she helps top advisors create their technology systems to run seamlessly and efficiently.