Brochure & Profile
Our Brochure:
GDE Error: Error retrieving file - if necessary turn off error checking (404:Not Found)
Example Profile:
GDE Error: Error retrieving file - if necessary turn off error checking (404:Not Found)
Our mission…
We help financial professionals understand every opportunity available to them to help ensure they are with the right firm, and making the most of their unique abilities.
We help insurance buying customers meet several insurance professionals in their area, so they can find the one that best suits their individual needs.
Related Links
Recent Posts
Financial Advisor Success
- Ep 282: From Executive Assistant To COO Scaling A $4B Advisory Firm with Allison Felix May 24, 2022Allison Felix is a managing partner and COO for Cassaday & Company, a hybrid advisory firm based in McLean, Virginia that oversees more than $4 billion in assets for nearly 2,500 client households. Allison has a unique story in that she has made the journey from executive assistant all the way to COO, helping the firm […]Michael Kitces
- Ep 281: Leveraging Tax Planning To Create Unique Value For Small Business Owners with Duncan Kelm May 17, 2022Duncan Kelm is a managing partner for Arrow Point Wealth Management, a hybrid advisory firm based in Santa Rosa, California that oversees $163 million in assets under management for 142 client households. Today Duncan joins the show to discuss how he leverages owning and operating his own tax firm, in addition to his advisory firm, […]Michael Kitces
Investopedia
- A Brief History of Bear Markets May 26, 2022On March 11, 2020, the Dow Jones Industrial Average entered a bear market for the first time in 11 years. In May 2022, markets again touched Bear Market levels.Mark Kolakowski
- Industries That Can Thrive During Recessions May 26, 2022With the COVID-19 crisis sending the U.S. economy in a recession, we're looking at what companies managed to thrive during the last recession for guidance.The Investopedia Team
NY Times Economix
- F.D.A. Chief Details ‘Shocking’ Conditions at Baby Formula Plant May 26, 2022Agency inspectors found a leaking roof, standing water and cracked production equipment before a facility shutdown that led to major shortages.Christina Jewett and Nicholas Bogel-Burroughs
- Over 75 Percent of Long Covid Patients Were Not Hospitalized for Initial Illness, Study Finds May 18, 2022Researchers analyzed the largest database of private insurance claims in the United States in the first four months after a diagnostic code for long Covid was created.Pam Belluck
- Abortion Pills Will Be the Next Battleground in a Post-Roe America May 6, 2022Medication abortion allows patients to terminate early pregnancies at home. Some states are moving to limit it, while others are working to expand access.Pam Belluck and Sheryl Gay Stolberg
- Pandemic Housing Market Creates Extraordinary Wealth May 1, 2022Rarely have so many Americans gained so much equity in so little time, but it’s also inseparable from the housing affordability crisis.Emily Badger and Quoctrung Bui
- N.F.L. Draft: When Draft Pundits Are Right and Teams Are Wrong April 28, 2022An analysis shows that teams usually misfire when they ignore analysts and make a surprise pick early in the first round.Nate Cohn