An Interview with Jon Tota

ARE YOU MAKING ONE OF THESE 10 MANAGEMENT MISTAKES? Set Up the “Monster” Succession Opportunity Structure your teams for the modern age Steve Good has dedicated his career to empowering the next generation of financial advisors. Currently the Director of Practice Development for 1847Financial, Steve

ARE YOU MAKING ONE OF THESE 10 MANAGEMENT MISTAKES? Leading From the Front Nash Subotic of WestPac Wealth Partners on Culture, Training and Blue Ocean Strategy Nash Subotic, CEO and the driving force behind WestPac Wealth Partners, has spearheaded the creation of an admired financial

Top Team Mistakes to Avoid – Take the Survey! Cracking the Code for Rapid Team Growth in Financial Services As a leader of a financial services Firm with sales team/s, you are constantly focusing on ways to grow without significantly increasing your bottom line. With

Top Team Mistakes to Avoid – Take the Survey! How Symphony Financial Scaled Their Billion Dollar Sales Team Keith Spengel, CEO and Private Wealth Advisor of Symphony Financial’s Ensemble team within the Northwestern Mutual Private Client Group, takes professional superpowers seriously. During the past 33

Top Team Mistakes to Avoid – Take the Survey! Bob Bolt and Symphony Financial: Amplifying Opportunity and Profit with Teams Bob Bolt is an experienced Partner and Private Wealth Advisor who knows uncertainty all too well. In 2009, a series of events – the unexpected