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Are you tired of spending hours inputting data into financial planning software and want to refocus on what really matters – providing high touch advice to your clients? Planning…

This session features a remarkable story of how financial planner Andy Panko, CFP®, RICP®, EA built his practice through his Facebook group, Taxes in Retirement. You should join…

Managing your day…you seek to do that at work and home, but it gets away from you the minute you get out of bed in the morning. You’re buried in emails and reactive tasks and don’…

I am delighted to have the Pontera platform (p.k.a. Feex) back to show you how you can use their solution to manage a clients’ held-away holdings such as those held in a 401(k).…

Financial advisory firm owners are prone to being workaholics 5 times more than the average American. Unfortunately, society and even time management experts have perpetuated 3…