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    Don't Sell Your Practice, Redesign It | Round Table with John Hill

    This is it! The final Round Table of the series. To finish it off right, John Hill, CFP, will join us to discuss succession planning - it seemed an apropos topic for the end.

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    Topics: advisor websites, Round table, round table, Succession Planning

    Financial Thought Leaders Round Table: Marketing & Branding Your Firm

    Last week, we hosted two outstanding industry leaders for an open discussion on the importance of branding and marketing in the financial services space. Marie Swift & Diane MacPhee answered listeners' (many) questions and covered alot of ground in financial branding and ...

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    Topics: branding, financial thought leaders, marie swift, Marketing, round table

    [RoundTable] Niche Marketing & Lead Generation With Kristin Harad

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    Topics: financial marketing, financial planning, thought leader, Webinar, niche marketing, round table

    Improving Your Practice with Jason Bishara

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    Topics: business growth, financial marketing, Round table, round table

    The Future of the Financial Profession - Client Service

    There is no crystal ball to gaze into and see the future of the financial profession, but picking the brain of industry insider, Bob Veres is pretty close. And guess what, all you have to do is pick up the phone! On Thursday, February 20th (yes this Thursday) the very first ...

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    Topics: client services, Financial Industry, General, thought leaders. bob veres, Round table, round table