Mar 17, 2021
Our March 17 W Pulse podcast is an encore presentation of our W Series webinar, Existing Client Engagement. Tune in for a financial professional panel discussion covering the key elements of successful client engagement: communication strategies, unique/virtual events, use of technology, the practical application of...
Mar 3, 2021
Our March 3 W Pulse podcast, Finding Happiness in Business Growth and Women Recruitment, takes a deep dive into the “hows” and “whys” of recruiting women financial professionals to your practice. Triad Advisors’ Dianne Webb, CFP®, EA, CDFA®, taps into her personal experiences to share best practices on...