36 min read
Recruiting Podcast - Feb 21, 2020

Active Recruiting of Financial Advisors

I came across this podcast and think it is very relevant for Agency managers looking to recruit an awesome face-to-face team. It's an interview with Manish Dave from Ameriprise which is a large...
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4 min read
SMART Connect - Feb 14, 2020

SMART Connect - A new feature for referrals

Trust. In our work and private lives, relationships are built on trust. It is hard to earn and easy to lose.   Now before you think that I've gone a bit soft, I will get to the...
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