Featured image for “Advisor to Advisor: Monthly Webinar Recap”
December 2, 2020

Advisor to Advisor: Monthly Webinar Recap

Here are some great take-a-ways from our last two webinars.
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Featured image for “What Does a Biden Presidency Mean for the Markets?”
December 2, 2020

What Does a Biden Presidency Mean for the Markets?

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?
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December 1, 2020

December 2020

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November 23, 2020

Ep 7: Finishing Out 2020 & Planning for the New Year

In our November edition of the Advisor to Advisor webinar series, Scott will focus on this final stretch of 2020 Q4 and talk about where your attention should be. Then we’ll look ahead to 2021 and talk about planning virtually, marketing strategies, and answering the most important question about your business.
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November 1, 2020

November 2020

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October 15, 2020

Ep 6: The Keys to Effective Communication with Adam Cufr, RICP®

Building a business is all about communication and we’re all looking for ways to improve in that area. Today we talk with Adam Cufr, RICP®, to learn more about the strategies he utilizes to connect and serve clients. Plus, we’ll talk about the importance of using this year to evaluate your business and determine what communication fits you best.
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October 1, 2020

October 2020

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September 10, 2020

Ep 5: Running Your Practice Virtually

Nearly every business across the country has been forced to implement some sort of virtual work environment and advisors are no different. From meetings to webinars, Sean and Scott have embraced the changes and adjusted to accommodate the needs of the client. Let’s talk about how that process has gone in our offices, what you should be doing, and why virtual is here to stay.
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September 1, 2020

September 2020

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August 1, 2020

August 2020

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