DOL Fiduciary Ruling

Bill Bachrach

Become the Confident Advisor: How to thrive in the new world of robo-advisors, DOL fiduciary standards, and the 5 Other Critical Industry Disruptions.

Jeff Bush

Part of The Washington Update – Helping advisers decode the DOL’s ruling and what it means moving forward.

Joe Colavito

Why Guess When You Can Know What Your Clients are Thinking? Dedicated to Helping You Perform at the Next Level

Mark Zinder

“Righting” Your Book following the DOL’s ruling. Helping advisors develop a new value proposition and action plan to become the advisor of choice.

Sandro Forte

Learn from one of England’s top financial professionals and keynote speakers who has been through the changes the DOL is rolling out.

Matt Oechsli

The DOL’s Gift to Elite Advisors. It’s time to double down on affluent marketing! Affluent clients who aren’t being serviced by an elite advisor will be asking questions of this genre to themselves, and quite likely to their friends.

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