In January, the year ahead seems so long, but suddenly, Labor Day hits, and we look back and realize we are ready to wrap up the third quarter. Throughout the year, there have been some big changes to our industry, allowing advisors to hone their skills to attract prospects and secure new deals. In this …
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TLDR
Kyla Scanlon, Devin Friedman, Kat Angus, Sarah Rieger, Matthew Karasz