Dec 7, 2022
Recorded live in our podcast booth from ConnectED 2022 conference in San Antonio, Texas. Technology Solutions Consultant Eric Baumgardner speaks with Financial Advisor Peter Miles of St. Croix Wealth Management about the value in recording and organizing proper meeting notes. How do you innovate and capture these notes...
Oct 11, 2022
Technology Solutions Consultant Jonathan Belair out of Phoenix, Arizona, speaks about the importance of using technology to support your RMD tasks. Hear the significance that your CRM and an online scheduler can play in simplfying the process. Jonathan also describes the onboarding process and running reports.
Sep 16, 2022
Advisor Group's Jonathan Belair chats with Christian F. Li, a CFP with The Advisory Group.
Christian Li is a founding member and the Vice-President of The Advisory Group, as well as a Registered Representative with FSC Securities Corporation. He has extensive knowledge in comprehensive financial planning,...
Aug 31, 2022
Video conferencing has become a significant part of our workday, especially in today’s virtual and remote landscape. Professionals and teams are using video to both get their work done and present themselves and their organizations in the best way possible.
In this episode, we speak with multimedia expert Lincoln...