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1 - 5of 5

Results: 5

Retirement realities: Unique challenges for women

Clay Gillespie, CFP, CLU; Twyla Dawn Hardham, CFP; Barbara A. Pietrangelo, CFP, ChFC; Brandon J. Wellman, CFP, RICP

Mar 25, 2024

Retirement realities: Unique challenges for women

MDRT members share their insights on the distinct challenges the female clientele faces and the importance of securing a fulfilling retirement journey for them through tailored financial strategies.
3 ways to be a better listener

Barbara A. Pietrangelo, CFP, ChFC

Oct 8, 20214 min

3 ways to be a better listener

When a client says they’re fine, you may be missing out on what’s really happening with that person. Learn how Top of the Table member Barbara Pietrangelo asks good follow-up questions so she can build relationships and learn more about how to help clients.

Barbara A. Pietrangelo, CFP, ChFC

Jun 16, 20216 min

Why the way you ask for referrals may not be working

Referrals make up almost all of Barbara Pietrangelo's business. She shares the simple steps that work for her in getting all the referrals she needs to keep qualifying for Top of the Table.
Autumn blossoms

Clay Gillespie, CFP, CLU; Twyla Dawn Hardham, CFP; Barbara A. Pietrangelo, CFP, ChFC

Jan 1, 20257 min

Autumn blossoms

Retirement challenges unique to women.

Panel Q&A: Financial planning

Bhupinder S. Anand, ACII, Dip PFS; Sylvia Brim, CPA, CFP; Adrian George, CFP, TEP; Roy John Hall, ADFP, CCFP; Thomas J. Henske, CFP, ChFC; Max Horne, CFP; Barbara A. Pietrangelo, CFP, ChFC

Jan 11, 20171 min

Panel Q&A: Financial planning

MDRT members Bhupinder Anand, ACII, Dip PFS; Sylvia Brim, CPA, CFP; Adrian George, CFP, TEP; Roy Hall; Thomas Henske, CFP, ChFC; Max Horne, CFP; and Barbara Pietrangelo, CFP, ChFC, together possessing more than 130 years of combined experience as financial planners, advise on everything you need to know about financial planning.