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 >
Frank W. Sarr, CLU®, is founder and president of Training Implementation Services, Inc.
Advisors young and old are committing to the Serve First philosophy and finding great rewards in happy clients. Read More >
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.
It’s been said that the unknown is where your professional potential lies and that choosing the discomfort of change will reveal to you a whole new world of possibilities. It’s all about making that one courageous decision and leaving the status quo behind. Read More >
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