Jun 20, 2018
Desiree’ Sii, SVP, Business Development for Sagepoint Financial & Beth Johnson, VP, Business Development for FSC Securities join the W Pulse to discuss business development within the broker dealer space, including practice management, serving as accountability partner and partnering with advisors to...
Jun 6, 2018
Today we were joined by Teresa McClelland-Sargent, Royal Alliance advisor and president & owner of Financial & Tax Planning, Inc. and Financial Planning Advisory Corp of Flint, Michigan.
During our conversation, Teresa discusses her earliest perceptions of the financial advisor role, the very first invitation Theresa...