Happy Holidays! Can you believe that 2017 is a little over one week away? Are you ready to make next year your best year yet? Today, I want to share three tips you can use today to set yourself up for success in 2017 and beyond. Watch this short video to learn more! The resources …
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.