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The Integration of a Tax Practice and Insurance Agency with Wealth Management
In this episode, Jeff Leppert and Kevin Holt discuss the evolution of their practice and how they executed on a vision to have multiple services under one roof. They detail ... Read More
The Financial Wellness Gap – What it Means to be UnNiched
In this episode of 16 Ways from Sunday, Mark Mersman is on the receiving end of an interview with Andrea McGrew, CCO, and CLO of USA Financial. Their discussion centers ... Read More
Personal Introductions, Fit Process, and Systemization
In this episode of 16 Ways from Sunday, Mark Mersman interviews Duncan MacPherson, Founder and CEO of Pareto Systems, an industry leading business development firm dedicated to the elite professionals ... Read More
Official launch of 16 Ways from Sunday podcast : Exploring Financial Advisor Marketing From Every Angle
I’m thrilled to share with you the official launch of the 16 Ways from Sunday podcast. This podcast is a podcast for high-performing financial planning professionals that are committed to improving ... Read More
FMG Suite acquires Peter Montoya’s MarketingLibrary & MarketingPro, Platinum Advisor Strategies: The Good, the Bad, and the Ugly.
Seemingly in the middle of the night, FMG Suite made two significant “competitor” acquisitions last quarter. According to their website, the mission of FMG Suite is as follows: “At FMG ... Read More
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