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    What’s Next? Tips for After Your Financial Advisor Conferences
    Business Development

    What’s Next? Tips for After Your Financial Advisor Conferences

    written by Sheryl Theisen

    Updated July 27, 2022, at 3:03 PM

    If you search online, there’s an unending list of financial advisor conferences and seminars – Michael Kitces provides a master list of top financial advisor conferences that’s regularly updated. If you’re attending one soon, you need to make it worth the effort.

    Traditionally, you sign up, you attend, you acquire handouts and copious notes, and then what? What are you doing with all the newfound information?

    Continue Reading
    April 19, 2022
    11 LinkedIn Facebook Twitter
  • Business DevelopmentMarketing + Branding

    12 Habits That Build a Killer Client Appreciation Program

    by Sheryl Theisen August 30, 2021

    Updated November 23, 2022, at 1:36 PM In business, continued success and growth result from developing personal relationships and strong communication with your clients. To become a leader in the financial industry,…

    6 LinkedIn Facebook Twitter
  • Business Development

    Out of the Ashes: The Big Winners from a Pandemic-Stricken Year

    by Sean Cooper June 3, 2021

    Editor’s Note: This article originally appeared in FIG’s Spring 2021 edition of Connections magazine. You can read the full issue by clicking here or the image at the bottom of this post. When thinking of…

    2 LinkedIn Facebook Twitter
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