Sharpen Your Skills
Dan is financial planning manager and advanced case analyst for a large financial services firm in the Twin Cities in Minnesota. During his 15 years in the industry, he has held many jobs, including financial advisor, wholesaler, advisor trainer and case analyst. email@example.com
Learn the questions to ask to help your small business owner clients identify next steps in solving their cash flow issues. Read More >
Bob is President of The Shapiro Network, Inc., which he formed in 1987. He has been a management consultant and investment banker to the insurance industry since 1965. shapironetwork@ ameritech.net
What insurance companies should know to protect clients from risks associated with longevity Read More >
Maggie Baker, PhD, is a clinical psychologist and financial therapist in the Philadelphia area and author of Crazy About Money: How Emotions Confuse Our Money Choices and What To Do About It.
Know the best tools for staying tuned in to your clients’ changing circumstances. Read More >
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