Presented by: Dan Allison, Founder and CEO of the Feedback Marketing Group, Advisor Development Community, and The Exchange Advisor Development Platform. Have you struggled to get the kind of client referrals that you would like? Are you frustrated by your COIs not providing you with introductions to their best clients? Is it ever uncomfortable to […]

As we move into 2025, investors remain focused on where the economy and markets are headed. A new agenda in Washington is set to shape the economic landscape following a strong 2024. Across markets, equity valuations remain elevated while bond yields have moved higher in response to proposed policies. Using slides from the Guide to […]