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Brian D. Heckert, CLU, ChFC; R.J. Kelly, RICP, MSFS; Mark D. Olson, CFP, MSFS; Marc A. Silverman, CLU, ChFC; Daniel Turnwald, CLU, LUTCF; Andrea Doria Lopez Villaseñor; Brendan Clune Walsh

Jul 1, 20249 min

Must-reads to be at your best

Books that helped advisors improve their lives, become better leaders, more consistent and more persuasive.

Chee Hong Gan, ChFC, CLU; Brad Isaac, GDFP; Jonathan Peter Kestle, CLU, B Com; Terri E. Krueger, ChFC; Meredith Gail Langus, FSCP, LUTCF; Mark D. Olson, CFP, MSFS

May 1, 20247 min

Unlock continuous improvement by tweaking your process

Advisors improve their processes with insight from their staff.

Wade A. Baldwin, CFP; Douglas John Bennett, Dip PFS; Simon John Gibson, Dip PFS; Librada Gonzalez; Yuka Nakahara-Goven, MBA, CLU; Mark D. Olson, CFP, MSFS; Gail Singh; Jason L. Smith; Erika Silva Velasco

Mar 9, 202312 min

Help wanted

Advisors struggle to hire but are adjusting to meet the challenge.