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Jan 28, 2019

Clients are not as loyal as they used to be. With the internet, it's easy to shop around. So it's more important than ever to deliver a client experience that wow's and differentiates you. Listen to Ellen Rogin talk with Jeannie Walters, CEO and founder of 360Connext, and learn how to personalize each point of your...

Jan 18, 2019

What’s Working Now: This advisor shares how she reluctantly started posting videos to Facebook, and found that it was a great platform to create community.

Jan 17, 2019

Advisor TalkingPoints: As you prepare for client interactions, Advisor TalkingPoints takes an unconventional look at the Fed’s plans to unwind the balance sheet. It also includes a review of the latest jobs report, Q4 earnings, and the government shutdown.

Jan 14, 2019

What’s Working Now: This advisor shares how she started in the family insurance business, but came to find her passion in financial planning

Jan 11, 2019

Confidence is the primary quality of high-performance and effective client-acquisition, yet many advisors either lack it, or put up a front that fools no one, least of all themselves. Listen to Ellen Rogin interview business consultant Vince Caine and learn how to put simple, yet effective processes into place in your...