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Results: 3

Michael Heckert

Sep 14, 202112 min

Expanding your practice through planning

Michael Heckert explains how to broaden the client experience by evaluating current planning processes for improved services. The result of broad-based offerings and thinking beyond the sales aspect? Increased revenue.
Technology testimonials

Robert Cullen, FSCP, MBA; Sofia Dumansky, MBA, LUTCF; Michael Heckert; Brian F. Keane, LUTCF

Sep 1, 20234 min

Technology testimonials

Apps and tech tools that make advisors more efficient.
The big move that took my practice to the next level

Brian D. Heckert, CLU, ChFC; Jonathan Peter Kestle, CLU, B Com; Dana Mitchell, CFP, CLU; Addie Murdock

Nov 9, 20225 min

The big move that took my practice to the next level

The panel shares ideas and experiences that changed their practices. These transformations lead to more effective ways of doing business, and brought them to the next level.