Sep 23, 2020
Whether speaking at an event, in a group, or a one-on-one with a client, communicating effectively is a critical part of your role as a financial advisor. This has become even more pronounced with the COVID-19 pandemic, as many of these conversations have moved into the digital realm.
Joel Weldon, creator of the...
Sep 2, 2020
Helping a family manage and maintain their wealth over multiple generations can be a complicated and potentially unhappy affair.
Courtney Pullen joins the podcast to provide actionable advice to help you navigate the challenges of multigenerational wealth, including why his background in psychology has helped him find...