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"How I Did It" Series with XYPN Member River Nice

XY Planning Network

We're excited to share another member story from our "How I Did It" series. In this peer-to-peer guest series, we take a deep dive into those decisions as XYPN members share their stories, resources, regrets, and successes experienced while launching their financial planning practice. And actually "leaping" can feel overwhelming.

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NAIFA Member, Mike Washburn, Receives Top Honors from American National

NAIFA Advisor Today

Congratulations to Mike Washburn, FSS, CLF, LUTCF , loyal member since 1987 of Cordova, TN on being inducted into American National 's Multiple Line Hall of Fame. Mike joined American National in 1986 and became a NAIFA member the following year.

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"How I Did It" Series with XYPN Member Dillon Cobb

XY Planning Network

We're excited to share another member story from our "How I Did It" series. In this peer-to-peer guest series, we take a deep dive into those decisions as XYPN members share their stories, resources, regrets, and successes experienced while launching their financial planning practice. And actually "leaping" can feel overwhelming.

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"How I Did It" Series with XYPN Member Chandler Fugate-Laus

XY Planning Network

We're excited to share another member story from our "How I Did It" series. In this peer-to-peer guest series, we take a deep dive into those decisions as XYPN members share their stories, resources, regrets, and successes experienced while launching their financial planning practice. And actually "leaping" can feel overwhelming.

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The 2021 Global Employee Survey

Download the report to learn: What the biggest challenges are for global team members working remotely. The holistic employee experience matters — and companies should understand what their teams want. What top factors are contributing to a positive global employee experience. Why employees value companies with strong leadership.

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Meet the New Team Members at Financial Symmetry

Financial Symmetry

With this in mind, … Continued The post Meet the New Team Members at Financial Symmetry appeared first on Financial Symmetry, Inc. We’re excited that our team is growing and as it does, our dedication to strengthening our client relationships remains a top priority.

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NAIFA Member Rith Nou and the American Dream

NAIFA Advisor Today

Rith Nou, a proud NAIFA member since 2017, has seen the American Dream from both sides: as an immigrant who worked hard to find business success and as an advisor helping others achieve their financial goals.

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Your Global Compliance Playbook: Onboarding Best Practices

In this guide, we reveal key practices to compliantly onboard your new international remote workers, as well as strategies to turn these employees into integrated team members. Employee onboarding is more than signing an employment contract and can have wide- ranging benefits if done properly.

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Connect, Care, Convert: Secrets to Establishing Trust with Niche Markets and Turning Them Into Clients

Speaker: Lynnette Khalfani-Cox, The Money Coach®

February 21, 2023 at 9:30 am PST, 12:30 pm EST, 5:30 pm GMT