Jun 30, 2019
"Are you relevant in these changing times?" As we recognize the massive changes brought about by technological innovation and its impact on numerous other industries, Jag shares insights for advisors to consider when thinking about the impact on the future of financial planning and portfolio management. As advisors,...
Jun 10, 2019
"Your Brand Is You" was the topic of our discussion for this podcast with Kristine McManus, Chief Business Development Officer at COMMONWEALTH financial group. Learn practical and insightful tips for your own marketing efforts - from thinking about your website, social media engagement, and more. Kristine points to...