Aug 21, 2019
CFP, CPA, CLU, ChFC, RICP. You likely know what these designations are, but do your clients? And how important are these designations when prospective clients choose a financial advisor?
Mike McGlothlin from the Society of Financial Service Professionals joins the podcast to discuss how designations act as a...
Aug 7, 2019
Talking about life insurance as part of a financial plan isn’t always easy, but it is important. What steps can you take to ensure these difficult conversations make it into your client’s financial plan?
We’re joined by Alison Salka and Jeremy Barlow to discuss both the consumer perspective and the advisor...