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Effective Communication: The Key to Success

Episode 54: Assistant Professor of Financial Planning Craig Lemoine speaks with Glenn Meyer, founder of the GDM Advisory Group about the role that effective communication can play in an advisor’s success.

Hot Topics

Professor Mary Quist-Newins discusses the problem of retention in the financial services industry.

Glenn Meyer, founder of the GDM Advisory Group, discusses maintaining a successful organization during economic volatility.

Episode 53: Professor Kirk Okumura discusses the resources available for those new to financial services and strategies to achieve success.

Episode 52: Professor Phil Cubeta discusses the motivating factors of charitable giving and integrating philanthropy in a business.

Latest Videos

The former CEO of NAIFA and former President of the LIFE Foundation discusses “overcoming the undertow.”

Phil Cannella, President and CEO of the First Senior Financial Group, discusses basic flaws that contribute to a consumer’s lack of financial control.

 

Financial Planning Certification Center