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Bringing attorneys and accountants into the fold

Anthony G. Engrassia, ChFC, LUTCF; Rebecca J. Gonzalez, CFP, CLU; Twyla Dawn Hardham, CFP; Benjamin Harding, CFP, ChFC; Darren W. Ulmer, CLP, CLU

Jul 1, 20246 min

Bringing attorneys and accountants into the fold

Relationships — or lack thereof — with a client’s other advisors can help build a business or stop deals dead in their tracks.
Opening hopes and dreams with the bucket list board

Rebecca J. Gonzalez, CFP, CLU

May 1, 20243 min

Opening hopes and dreams with the bucket list board

A bulletin board in the waiting area with photos of clients' bucket list activities helps set expectations.