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025: How to Improve Your Practice Through Professional Education

025: How to Improve Your Practice Through Professional Education

     More education can give you more prestige as a financial advisor, but even more importantly, it gives you the knowledge and skills to better meet your clients’ needs. But what’s the best way to gain these skills? When is the right time to pursue additional...
024: Structuring the Perfect Family Office Practice

024: Structuring the Perfect Family Office Practice

     The comprehensive services offered by family offices have traditionally only been available to high-net-worth individuals. But today’s guest, Marc Lamontagne, was determined to offer full-service fee-based financial planning to the emerging affluent ‒ folks who...
022: Practicing What You Preach as a Financial Planner

022: Practicing What You Preach as a Financial Planner

      When an individual seeks out financial advice, they want to know that their planner has more than just the expertise needed to help them with the numbers. They also want to know that they can be fully understood without being judged and that their advisor walks...