$19.00

  • October 21, 2021
  • Free to FSP members. Visit the Member Resources page (log-in required).
  • 1:00 pm ET / 12:00 pm CT / 11:00 am MT / 10:00 am PT

$19.00

  • November 12, 2021
  • 12:00 pm ET / 11:00 am CT / 10:00 am MT / 9:00 am PT

Sale!
$89.00

With Regulation Best Interest (BI) going into effect July 1, what will be the impact on how financial advisors service their clients on a daily basis? Layer on top of that the changes to retirement planning created by the SECURE Act as well as the annual lists from FINRA and the SEC of each agency’s [...]

$19.00

This article appeared in the July 2018 Journal of Financial Service Professionals.

$19.00

This article appeared in the September 2020 Journal of Financial Service Professionals. 

Sale!
$19.00

Program Overview In today’s world what you do is simply a commodity until the prospect knows WHY you do it and WHY it’s important to you. The same holds true with your investment strategy; the challenge is to express your approach and philosophy in a way that simplifies, not confuses, clarifies not overwhelms. Understanding what you [...]