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Copyright 2024 Million Dollar Round Table®

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Results: 2

Must-reads to be at your best

Brian D. Heckert, CLU, ChFC; R.J. Kelly, RICP, MSFS; Mark D. Olson, CFP, MSFS; Marc A. Silverman, CLU, ChFC; Daniel Turnwald, CLU, LUTCF; Andrea Doria Lopez Villaseñor; Brendan Clune Walsh

Jul 1, 20249 min

Must-reads to be at your best

Books that helped advisors improve their lives, become better leaders, more consistent and more persuasive.
Come together for couple legacy planning

Anthony G. Engrassia, ChFC, LUTCF; Benjamin Harding, CFP, ChFC; Daniel Turnwald, CLU, LUTCF; Darren W. Ulmer, CLP, CLU

May 1, 20246 min

Come together for couple legacy planning

Getting client couples on the same page makes everyone aware of the legacy plan.