#008 — Tim Halverson, Senior Regional Director, Advisor & Intermediary Solutions at Russell Investments talks about how to build deep and lasting relationships with clients, leading to great ROI.
Comments closedMonth: November 2021
#006 — Joe Messinger, CFP®, ChFC®, CLU®, helps advisors raise the bar on college-funding advice, going well beyond typical solutions of 529 plans and student loans; discussing revealing realities of the college marketing machine; and identifying tools, resources and training available to equip advisors to stand out from the crowd and truly help their clients’ families with college financing, while also creating clients-for-life.
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