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Through our Practice Management Network, we're committed to providing you with a robust suite of resources to help show you a better way to grow your practice. Designed to support your success, the program provides solutions to help you meet your clients' evolving needs while taking your business to the next level.
We've designed these resources to help you grow your business, deepen client relationships, and deliver more value.
Each pillar is filled with actionable resources—presentations, brochures, guides, checklists, and videos—curated to support you and your clients.
From market analysis to behavioral finance to portfolio construction, our goal is to help you building better outcomes for your clients.
We want to be the firm you turn to for help with this potential lucrative client segment. We're committed to providing you with the education, tools, and resources to support you and your business owner clients
When it comes to navigating complex wealth management issues, we have resources to help keep your skills up to date.
Resources to help you build, grow, and manage your practice from communicating your value and mastering your digital presence to understanding fee models and prospecting.
A well-educated client is often the best client. Our series of investor seminars can help equip your clients with everything they need to know on a range of topics.
August 6, 2025
July 10, 2025
March 19, 2025
Expanding wealth planning expertise
CE Approved
This presentation provides details that may help you assist your clients as they plan for Medicare decisions. You'll learn about the history of Medicare, the parts of Medicare and how they work, enrollment rules, and the costs associated with Medicare.
Expanding wealth planning expertise
CE Approved
The presentation covers the basics of Social Security, how to incorporate it into client portfolios, and strategies for maximizing this benefit to supplement other sources of retirement savings.
Expanding wealth planning expertise
CE Approved
This isn't the typical women and investing seminar you may have seen in the past. And, it isn't investment education. Instead, it focuses on financial planning issues that people face at various stages of life. We accomplish that by offering nine robust case studies that will each have at least one correlated checklist/worksheet/primer.
Building better outcomes
CE Approved
This presentation explores Decision Economics, a behaviorally informed framework for making investment decisions. It discusses five key areas of the investment decision-making process in depth and offers fiduciary best practices for counteracting behavioral tendencies.
Expanding wealth planning expertise
CE Approved
Working with business owners can be challenging and yet potentially very lucrative. This is a space that is ripe with opportunity but how do you embed yourself with business owners so that you're a trusted team member when the liquidity event occurs?
Acquiring and serving business owner clients
CE Approved
Once you understand the tremendous potential with business owner clients, the next questions inevitably are, "OK, what do I do now? How do I position my financial advisory practice to be successful working with business owners and deliver a great client experience?" This presentation takes you through the steps to create a successful go-to-market strategy.
