Terri Kallsen joined Joe Duran’s new venture after previous stints at Wealth Enhancement Group and Schwab. She’ll succeed current CFP Board Chair Matthew Boersen and Chair-Elect Liz Miller.
Bill Capuzzi, CEO of Apex Fintech Solutions, invites you to unlock the power of AI by revolutionizing your advisory practice with the right technology stack. Watch Now >
Open, honest and candid discussion about broker/dealer satisfaction among advisors, mutual fund and ETF prices, fallout from the Chevron decision, the future of IRA rollovers and more.
Join us tomorrow, to discover winning strategies and insider tips for attracting prospects, wowing clients, and elevating your marketing game. Register Now >
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