Aug 27, 2019
What's Working Now: This advisor tells us how she went from the world of trusts and investment managing to helping advisors and families understand more about philanthropy.
Aug 20, 2019
Listen in as Sean Bailey and Jeffrey Levine examine possible future tax changes and how advisors should respond.
Aug 19, 2019
What’s Working Now: This advisor tells us how he has had success putting on Social Security presentations in his office, during lunch or brunch, for small groups.
Aug 18, 2019
Retired market analyst Walter Deemer has weathered every bear and bull market of the last half century. Author of Horsesmouth’s “Daily Deemer Report” for nearly two decades, here he discusses his new book, "When the Time Comes to Buy, You Won’t Want To", and what advisors should be thinking about now.
Aug 13, 2019
What's Working Now: This advisor shares how she saw a need for more understanding among clients, and wrote a book to help educate them.