Brochure & Profile
Our Brochure:
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Example Profile:
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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.
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Recent Posts
Financial Advisor Success
- Ep 326: Finding Marketing Success By Building Spreadsheets To Track That Advisor Data With Erica Pauly March 28, 2023Erica Pauly is the Founder and Owner of Track That Advisor, a consulting and coaching firm based out of Arizona that helps advisory firms track, and then improve upon, their marketing results. Erica developed a series of spreadsheet tools that measure every detail of her advisory firm's marketing funnel, and then transformed them into a system […]Michael Kitces
- Ep 325: Building Success In The Financial Advice Business From A Financially Challenged Upbringing With Brenda Hiscock March 21, 2023Brenda Hiscock is a financial planner with Objective Financial Partners, an advice-only advisory firm based out of Ontario, Canada that works with clients on project-based financial plans while also offering outsourced preplanning to other Canadian advisory firms. Brenda's exceptional trait lies in the fact that she ventured into the financial services industry despite lacking any […]Michael Kitces
NY Times Economix
- Hospitals Are Increasingly Crowded With Kids Who Tried to Harm Themselves, Study Finds March 28, 2023Hospitalizations for pediatric suicidal behavior increased by 163 percent over an 11-year period, an analysis of millions of hospital admissions in the United States found.Ellen Barry
- Why Fox’s Call on Arizona, Which Was Right, Was Still Wrong March 25, 2023It was more a risky guess than a sound decision, and easily could have led to a missed call.Nate Cohn
- California’s Plan for Cheaper Insulin Collides With Big Pharma’s Price Cuts March 24, 2023The state awarded a $50 million contract to produce less costly treatments, but moves by major suppliers might undercut the initiative before any new product emerges.Benjamin Ryan
- Who Is Most At Risk for Long Covid? March 23, 2023A new analysis summarizes the emerging picture of factors that make long-term post-Covid symptoms more likely.Pam Belluck
- Biden Plan to Cut Billions in Medicare Fraud Ignites Lobbying Frenzy March 23, 2023The Biden administration has proposed changes to how it would pay private Medicare Advantage plans.Reed Abelson and Margot Sanger-Katz
CNBC
- This bowling stock is set to rally more than 70%, Stifel predicts March 28, 2023
- As McCarthy laments 'no progress,' here's where U.S. debt ceiling talks stand March 28, 2023
- BlackRock warns that investors are making a mistake by betting on the Fed to cut rates March 28, 2023
- Goldman Sachs says generative A.I. could impact 300 million jobs — here's which ones March 28, 2023
- A CEO shares the 5 toxic personality types he sees 'over and over' again—'watch for these signs' March 28, 2023
- Sam Bankman-Fried paid over $40 million to bribe at least one official in China, DOJ alleges March 28, 2023
- With 62% of Americans living paycheck to paycheck amid inflation, more people have a side job March 28, 2023
- Disney cuts metaverse division under Iger's restructuring March 28, 2023
- Home prices cool in January, even falling in some cities, S&P Case-Shiller says March 28, 2023
- Rent prices drop for third straight month, even in cities like Austin—here's where they fell most March 28, 2023