Business Planning Financial Planning Workshop 
Wealth Management
JUNE 10, 2025
on Tuesday with a series of workshops focused on alternative investments, artificial intelligence and high-net-worth clients. The panels centered around a general theme of growth, whether how to diversify portfolios to grow, strategies to boost AUM and clients and AI best practices to improve an advisors' business.
Nerd's Eye View
JULY 13, 2023
Establishing successful client relationships as a financial advisor relies on good communication skills not just to present information persuasively and with confidence, but also to establish client rapport that allows meaningful and engaging relationships to be built.
This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
Nerd's Eye View
AUGUST 23, 2022
What's unique about Shari, though, is how after a life-changing experience she went through in trying to get clear in articulating her own most important values, she created a 5-step “Maximize the Return on Life” framework to use with her clients, and then created what she calls her “CFO Family Checklist” as a form of living (..)
Nerd's Eye View
AUGUST 23, 2022
What's unique about Shari, though, is how after a life-changing experience she went through in trying to get clear in articulating her own most important values, she created a 5-step “Maximize the Return on Life” framework to use with her clients, and then created what she calls her “CFO Family Checklist” as a form of living (..)
Nerd's Eye View
DECEMBER 27, 2022
So, whether you’re interested in learning about how John has grown and scaled his firm through a niche focus of layoff transitions, how John has leveraged virtual workshops to engage with even more companies across the U.S.,
Nerd's Eye View
MARCH 14, 2023
And be certain to listen to the end, where Nancy shares how she coped with failing her Series 7 exam 5 times in the span of a year before she realized she may have a learning disability and then after consulting with her doctor, she was able to find the right medication for her that improved her focus so much, that years later she got the highest grade (..)
Steve Sanduski
OCTOBER 1, 2024
We would do the dinner workshops. So we tried to do webinars and we did these dinner workshops and that didn’t necessarily work out. We’ll do a short-form class in a form of a workshop, we do a ton of webinars, and then we build a lot of content in regards to white papers, blogs, and so on. Thousands of them.
Expert insights. Personalized for you.
234 
Let's personalize your content