Tag Archives: Continuing Education

You’re the Top: The Value of Advice as Your Differentiator – How to Stand Out from the Crowd

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Jennifer Kuta, Caldwell Investment Management Ltd. July 6, 2021 – In all of the economics, …

Written on July 6, 2021 at 7:49 pm, by

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In Conversation with Greg Pollock of Advocis – The Financial Podcast: Episode 35

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Sponsored by Customplan Financial Advisors, Greg Pollock, President and CEO of Advocis joined in for …

Written on June 7, 2021 at 9:15 pm, by

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Simply the Best: How Financial Advisor Designations Can Affect Customer Experience

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Jennifer Kuta, Caldwell Investment Management Ltd. It is important for your prospective clients to know …

Written on May 5, 2021 at 1:27 pm, by

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