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Meredith Gail Langus, FSCP, LUTCF; Travis D. Manning, CFP, CLU; Kasey Massatti, MBA

Jul 1, 20246 min

Saying goodbye to bad clients

Advisors explain red flags that prompted them to fire clients.

Chee Hong (Vincent) Gan; Brad Isaac, GDFP; Jonathan Peter Kestle, CLU, B Com; Terri E. Krueger, ChFC; Meredith Gail Langus, FSCP, LUTCF; Mark D. Olson, CFP, MSFS

May 1, 20247 min

Unlock continuous improvement by tweaking your process

Advisors improve their processes with insight from their staff.