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Results: 4

A second set of eyes

Scott Alfred Grant; James Anthony Savage, EPC; Micheline Varas, RHU

Jan 1, 20259 min

A second set of eyes

Seeking another advisor’s help to scrutinize personal and business matters enhances empathy with clients and even generates referrals.

Is there a right time to specialize?

Saad Anthony Baksh, BSc; Herman Colin, LUTCF, CLI; Howard Allen Hopkinson II, FSS, FSCP; Paula Cherie Jones; Ann Baker Ronn, CLU, ChFC; Micheline Varas, RHU

Sep 1, 20246 min

Is there a right time to specialize?

Members discuss the realities of target marketing.
The art of mastering your market

Asvin Chauhan, Dip FA, MIFP; Alessandro M. Forte, FCII, CFP; Howard Allen Hopkinson II, FSS, FSCP; Paula Cherie Jones; David Podell; Ann Baker Ronn, CLU, ChFC; Micheline Varas, RHU

Jul 1, 202416 min

The art of mastering your market

Pick a niche and become an indispensable specialist.
Simplify taxable options and dress for success

Alan C. Kifer, CFP, LUTCF; Micheline Varas, RHU; Jeannine Resteiner-Citoli; Robert J. Hack; Joyce Chan

Sep 1, 20234 min

Simplify taxable options and dress for success

Simplify the three types of taxable investments and dress to make your clients comfortable.