by Jeff Goodnow | Jul 22, 2022 | Chase, Jeff, Podcasts
The AE Team gets together in Denver to address misconceptions when evaluating managers, and having a process like Firm CPR to do...
by Manish Khatta | Jul 19, 2022 | Christopher, Jeff, Jen, Manish, Podcasts
From building tech to hiring four wholesalers (yes, we know…) and a project manager, this next quarter looks to be a busy...
by Potomac | Jul 7, 2022 | Advisors, Chase, Christopher, Jeff, Jen, Kaitlyn, Martina
The experience of our first company retreat was a shared one, each with our own “firsts” and favorite moments. It seemed more fitting not to share it from a single perspective but collectively as a team. What follows is told in our own words, each of us contributing...
by Jeff Goodnow | Jun 17, 2022 | Chase, Jeff, Podcasts
The Advisor Education Team makes three stops to discuss the importance of client, portfolio, and business...
by Christopher Norton | May 20, 2022 | Chase, Jeff, Podcasts
The Education Team is back at Education Station to discuss the events we have on the books for 2022, and the importance of hosting client...
by Christopher Norton | May 19, 2022 | Advisors, Chase, Jeff
Advisor-Client Events Have Changed For the past two years, we have faced this large absence of physical connection in our lives—it cascaded into the microscopic details of our everyday routine. Transitioning the breakfast table into a classroom, eating at your...
