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Business Management
Take Advantage of Early-Bird Pricing for Excell 2024
Excell is more than just a typical financial advisor conference – it’s a transformative advisor growth journey designed to help growth-focused advisors transcend the ordinary and build the firms …
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Business Management
Carson’s Home Equity 5-Part Series with Guest Craig Lemoine, CFP®, Ph.D., MRFC
We’re finishing our Home Equity 5-part series with one of the most important conversations – multigenerational conversations about home equity. They are crucial for retirement planning, so let’s talk …
Business Management
Carson’s Home Equity 5-Part Series with Guests Steve Resch & Craig Lemoine, CFP®, Ph.D., MRFC
How can financial advisors leverage home equity and reverse mortgages in financial planning? In this episode, Jamie Hopkins, Managing Partner of Wealth Solutions, and Ana Trujillo Limón, Director, Coaching …
Business Management
Carson’s Home Equity 5-Part Series with Guests Barry Sacks, J.D., Ph.D., & Craig Lemoine, CFP®, Ph.D., MRFC
It’s time to get the education out there about reverse mortgages. In this episode, Jamie Hopkins, Managing Partner of Wealth Solutions, and Ana Trujillo Limón, Director, Coaching and …
Business Management
Carson’s Home Equity 5-Part Series with Guests Wade Pfau, Ph.D., CFA, RICP® & Craig Lemoine, CFP®, Ph.D., MRFC
How can reverse mortgages enhance retirement income planning? Today we take a deeper dive into the potential of home equity with reverse mortgages. In this episode, Jamie Hopkins, Managing …
Business Management
Carson’s Home Equity 5-Part Series with Guests Shelley Giordano & Craig Lemoine, CFP®, Ph.D., MRFC
Welcome to the first of a 5-part series on Framework to provide some color around home equity and retirement income planning. In this episode, Jamie Hopkins, Managing Partner of …
Business Management
7 Key Findings from the 2023 State of Women in Wealth Management Report
This year marked our second State of Women in Wealth Management study. While we initially wanted to do a benchmarking study to track the sentiment of women in wealth …
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