Topics: Holiday
You and your team hold a noble responsibility—guiding clients towards financial security and helping shape the current and future well-being of your community. This work leaves a lasting impact, and the duty to lead by example comes with that influence. Voting is one of the simplest yet most powerful ways to contribute to our nation’s future.
Let’s honor our veterans and countless others who've sacrificed so much for our freedom, by exercising this right and encouraging others to do the same. Consider using this moment as a team building opportunity—working together to help get out the vote. For registration details, visit CanIVote.org. Lead, engage, and vote—our communities depend on it.
Topics: Holiday
Many successful financial advisors out there have found ways to cultivate centers of influence and build momentum with their wealth management team. Here at ClientWise,...
Successful wealth management is a team concept and not an independent function. In order for the client’s work to get done, you need a team that willingly engages in the...