Become the Confident Advisor: How to thrive in the new world of robo-advisors, DOL fiduciary standards, and the 5 Other Critical Industry Disruptions.
Read MorePart of The Washington Update – Helping advisers decode the DOL’s ruling and what it means moving forward.
Read MoreWhy Guess When You Can Know What Your Clients are Thinking? Dedicated to Helping You Perform at the Next Level
Read More“Righting” Your Book following the DOL’s ruling. Helping advisors develop a new value proposition and action plan to become the advisor of choice.
Read MoreLearn from one of England’s top financial professionals and keynote speakers who has been through the changes the DOL is rolling out.
Read MoreThe 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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