Saturday, March 7, 2015

See What's New on Advisor's Think Tank - Investing Roundtable Now Live!

It is such an honor to be able to sit and talk with industry insightfuls such as those I selected to be a part of my last roundtable centered on the investment landscape and what financial advisors should be thinking about in 2015.

Visit to view videos and download the white paper transcript now.

Why Client Engagement Strategies Fail - Julie Littlechild, Spenser Segal and Marie Swift Weigh In

Did you miss this special Fireside Chat? 

Scroll down on this blog and you will find links to download the recording!