by marketing | June 30, 2026
Today, we have the privilege of hosting Jeff Thorsteinson, Coach & Consultant, with more than 30 years of industry experience providing marketing and practice management services to financial advisors worldwide. Jeff has also managed his own successful advisor...
by marketing | June 8, 2026
There’s a distinct shift as we move from late spring into early summer. Momentum builds. Opportunities increase. Decisions accelerate. And beneath it all, a deeper question emerges: What actually feels aligned—not just “good enough”? Because in business, especially in...
by marketing | May 19, 2026
Today, we have the privilege of hosting Susy Fossati, Founder & Director of Avignon Etiquette, one of Canada’s leading authorities on modern etiquette, executive presence, and strategic soft skills, trusted by corporate leaders, families, and schools alike...
by marketing | April 23, 2026
May carries a different energy. Where April invited awareness and awakening, May asks something more of you: Are you willing to expand? Not from pressure. Not from urgency. But from a grounded sense that… it’s time. When Expansion Feels Right There’s a moment in...
by marketing | April 14, 2026
In this episode, we dive into a topic that almost every growing financial services team faces — but few talk about openly: operational effectiveness and the hidden cost of undocumented systems. Our team has been working together since 2003. We’re highly in sync....
