Brand is everything Jay shares three strategies to create meaningful client conversations and drive brand loyalty. CRN 2940636-020520

Be an agent of change Erika Whyte explains the importance of education, awareness of bias, and conversation to inspire action. CRN 3168338-072020

Cutting through the noise Laura challenges financial professionals to rethink the concept of multitasking and unlearn bad habits to stay focused. CRN 2949643-021220

Finding your personal intention Angie shares her heartfelt story of authenticity and overcoming professional and personal obstacles as a woman in the financial services industry. CRN 3121811-061020

Accelerate growth by embracing change 5 aspiring traits for financial professionals. CRN 3117519-060820

Bringing clarity to clients’ finances Rob discusses how to communicate and build trust by speaking to clients in terms they understand and avoiding industry jargon. CRN 3055150-042220

Planning for a successful succession Jim and Logan share their recent succession stories and lessons learned in the process. CRN 2973334-022820

How to adapt to the new normal Caragh shares her professional and personal perspective on embracing the new normal. CRN 3036265-040920

Client experience is your only differentiator Given the recent market uncertainty, client attention matters more than ever. CRN 3006917-032320

Tax season: a holistic outlook Tune in to this bonus episode to find out what’s most important to consider this tax season. CRN 2974310-022820