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Jennifer A. Borislow, CLU; Clay Gillespie, CFP, CLU; Stephen Kagawa, FSS, LUTCF; Alain Quennec, CFP, CIM; Randy L. Scritchfield, CFP, LUTCF; Marc A. Silverman, CFP, ChFC; Micheline Varas, RHU

Feb 26, 2018

7 things top financial advisors do

Why do only a select few people reach Top of the Table status year after year? Learn the career-changing advice from seven multiple Top of the Table qualifiers.

Being a trusted advisor not a salesperson: One minute…inside a high-performing office

Alain Quennec, CFP, CIM

Sep 7, 2016

Being a trusted advisor not a salesperson: One minute…inside a high-performing office

As a high-performing advisor, trust is the basis of strong relationships. Find out more from a Top of the Table qualifier how he presents himself as a trusted advisor to clients.

Create personal financial organizers to manage client relationships

Alain Quennec, CFP, CIM

Jun 12, 202410 min

Create personal financial organizers to manage client relationships

In case of death or disability, the next responsible person on Quennec’s team can use a personal financial organizer to easily manage the client's affairs. He explains what these binders include, how they are created and how they make client communication and planning discussions easier.