Dec 15, 2021
Hear SagePoint’s Kathleen Jucar share her inspiring journey , as she describes how she found purpose helping widowed clients and friends after her husband’s unexpected death.
Dec 1, 2021
Financial professionals Karen Vining and Lena Jo-Hartley share their personal experiences and best practices for developing a succession plan. Listen now for insights to protect the future of your business and clients.
Nov 17, 2021
When her husband suddenly passed away, advisor Monica Salaiz-Narvaez, CFP, CLTC found herself in an unexpected and painful season of life. Since that tragic day, she has made it her mission to help guide and support other women in similar life transitions. Hear how Monica uses her personal experience to empathize and...
Nov 3, 2021
As a small business owner, a diverse team is one of your strongest assets. But in blending different roles, personalities, and backgrounds, how can you ensure your team is united under a single vision?
In this episode, hear how The Michael Matheson Group empowers each of its team members, including financial advisors,...
Oct 20, 2021
Listen to an impactful discussion between Advisor Group’s Angie Dunivent, Succession and Acquisition Manager, and Lisa Doherty, Director of Securities Operations and Senior OSJ Branch Manager for Collective Financial Group. Together they review best practices on succession planning, business valuation, practice...