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Lessons from 2008: How many times in your life have you been placed somewhere important? As a financial advisor, you don't have to equate what you do with fighting fires, preventing genocide, or stemming an epidemic to know that at times of crisis, you must answer the call. The world shakes in fear. And you are the point of the spear.
Horsesmouth Essential: When the market is down, when things look their bleakest, when clients don’t know why they are paying you—here are four ways to remind them just how you continue to provide great value.
BlackSwanRx: You may be physically isolated, but you’re always connected with these links, resources, and funnies to help you through the 12% down days.
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Develop Your Medicare Strategy
With Elaine Floyd, CFP® and Sean M. Bailey
July 14–16, 2025
Savvy Tax Planning School for Financial Advisors
With Debra Taylor, CPA/PFS, JD, CDFA
July 31, August 7, 14, and 21, 2025