December 3, 2020Ep 8: Embracing New Technologies & Processes with Don AndersIn 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.Read More
December 2, 2020Newsletter December 2020: Business BuilderHaving 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!Read More
December 2, 2020Create Your Own Stimulus!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?Read More
December 2, 2020Advisor to Advisor: Monthly Webinar RecapHere are some great take-a-ways from our last two webinars.Read More
December 2, 2020What 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?Read More
November 23, 2020Ep 7: Finishing Out 2020 & Planning for the New YearIn 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.Read More
October 15, 2020Ep 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. Read More