We are excited to announce the launch of a new training program titled, “Estate Planning Strategies – A New Paradigm for Advisors.” This online, self-study program is designed in partnership with industry-leading estate planning attorney, Donna Schumell and Greene Consulting. The online, self-study program equips Financial Advisors with: A broad understanding of The American Taxpayer…

The landscape in which financial advisors must compete to earn the business of consumers is more competitive than ever.  In this integrated marketplace, small and large Financial Services firms are competing to offer integrated, holistic solutions to their client-base.  This leads to the dilemma ALL financial services firms are striving to solve: How do we…