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Live Webinars

Kate Guillen
Organization – Building the Foundation for a Streamlined Practice
Join Ops expert Kate Guillen for a deep dive into the critical aspect of organization within your CRM. Learn how to establish a well-organized contact hierarchy, ensuring that…
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Jessica Oliveira
LinkedIn Managers insights on how Financial Advisors can Optimize LinkedIn
Join Jessica Oliveira, Senior Community Manager at LinkedIn, to learn how to unlock the potential of LinkedIn to establish a thriving community centered around your expertise and…
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Tina Corner Stolz
3 Strategies for Advisors to Unlock Growth and AUM with CEOs
Join us for an exclusive webinar tailored for financial wealth advisors, where three industry experts will unveil 3 powerful strategies to acquire new CEO clients. Even if you're…
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Ilene Slatko
Working with Surviving Spouses and Maintaining Your Female Client Base
We know that women are a distinct demographic; in fact, while their needs for financial management are largely the same as for men, their approach to the advisor-client…
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Mike Collins
What’s Your Tech Stack?
Join financial planner Mike Collins as he shares his experience with the technology that he uses, which include the following: Core Tech Stack: Red Tail, Black Diamond, eMoney…
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