by Dan Russo, CMT | Aug 9, 2022 | Dan, Podcasts
Dan Russo and Drew Wells highlight S&P 500 Low Volatility, Bitcoin, Russell 1000 Growth/Value, U.S. Dollar Index, and...
by Potomac | Aug 5, 2022 | Chase, Christopher, Dan, Jeff, Jen, Kaitlyn, Manish, Martina, Podcasts
Our entire company, an immersive art exhibition, and some modern mini golf. What could possibly go...
by Potomac | Jul 29, 2022 | Chase, Christopher, Dan, Jeff, Jen, Kaitlyn, Manish, Martina, Podcasts
Ever wonder what it would look like if our company competed in a cooking competition? During our retreat in Denver, we did just...
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 Jennifer Burton | Jul 15, 2022 | Jen, Kaitlyn, Podcasts
Bud Light in hand, the Ops Team returns for their first in-person podcast to discuss personalized customer service and what sets us...
