Jon S. Tota is co-founder and president of Edulence. He has spent the past 20 years working in the financial services industry delivering digital media solutions to the field. Jon.Tota@wcinput.com
Many online resources are available to teach your clients and their families the finer points of financial security. Read More >
Formerly a stockbroker, insurance broker, and award-winning sales manager, Aaron writes for the financial and real estate industry as an educator and marketer. His first book, The Sales Funnel Bible, helps advisors master their sales funnel.
Rosemary is an author, columnist and an international business coach for financial advisors. She spent her career working at leading investment firms before pursuing her passion for coaching. She lives in Victoria, BC. Visit her website at www.rosemarysmyth.com.
Trust can mean different things to different people. Trust is also a function of both character and competence. To demonstrate trust, we need to... Read More >
Gary A. May, CLU®, ChFC® is a 14-year home office veteran in the financial services industry currently working in Agency Sales Support for Nationwide Financial in Columbus, Ohio. Gary.May@wcinput.com
It becomes less and less about you and more and more about your clients, your colleagues and your industry. Put some serious thought into what you can do to advance their interests... Read More >
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