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Aug 15, 2018

On today's W Pulse, we're joined by Alli Holt and Judy Rubin with Plaza Advisors.

Our conversation includes:

  • How Alli, Judy's daughter, joined Judy and entered the industry as a Business Development Associate
  • Alli's early experience, including her understanding of the true role of the financial advisor
  • How Alli...

Aug 1, 2018

On today's W Pulse, we're joined by Mary Rose Eagan, Vice President of Advisor Marketing and Growth Programs with Advisor Group.

Our conversation includes:

  • Mary Rose's career journey including her time as an elementary school teacher, financial services trainer, and her current career in marketing
  • The value that...