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Results: 3

Juli Y. McNeely, CFP, CLU; George B. Sigurdson, CLU; Gary F. Heuer, FICS; Craig Palfrey, CFP

Dec 15, 20216 min

COVID-era changes in my practice I’ll keep in place after the pandemic

This panel discussion includes ideas from four successful Top of the Table members who didn’t let a crazy year stop them. They share what they did, what they keep doing and how they continue to drive themselves and their teams to greater success.
A paraplanner for your practice?

Peter Hill, ChFC; Craig Palfrey, CFP

May 1, 20237 min

A paraplanner for your practice?

Hiring help might feel expensive at first but it can help advisors focus on growing.

Craig Palfrey, CFP; Gary F. Heuer, FICS; George B. Sigurdson, CLU

Oct 24, 20217 min

TOT: Trading our top tips

This panel discussion includes ideas from four successful Top of the Table members who didn’t let a crazy year stop them. They share what they did, what they keep doing and how they continue to drive themselves and their teams to greater success.