Having a practice capable of operating like a well-oiled machine is crucial to your success but it isn’t enough if you don’t have sufficient numbers of people eager to receive your advice!

The pandemic rages on, lockdowns are being announced all over the country, and jobs are being threatened again. Meanwhile, the government can’t seem to come together on the next round of stimulus. But why wait for them?

Here are some great take-a-ways from our last two webinars.

With the election behind us, it’s clear that we’re still very much divided as a country. With a new president-elect chosen, we’ll focus on one question so many of you are considering: What does a Biden presidency mean for the markets and our investments?