How Video can Impact Your 2023 Growth Strategy
Includes Q&A - with Duncan, Laura, and Sharon
Tuesday, February 21st at 12 pm ET
Top advisors today are using video as a key component in their growth strategy. Digital media has become one of the most important ways to communicate with clients and prospective clients.
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The Difference Between a Goal and The Goal
2022-11-01 • 2 minute read

An excellent example of future pacing is how a fee-for-service financial provider can enable a client to expand their thinking by looking far down the road and re-imagining how the trajectory of the relationship will impact them. Take a typical first generation, self-made affluent client who sets a goal to become financially independent. They follow the advice of their financial professional, stay…

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