Thursday, January 30, 2014

Developing Tools that make Advising Intuitive - Business Planning, the Next Generation

This episode features intuitive tech tools tailored to family owned businesses like GoAdvising and capital themes like (Financial Literacy), (Talent Development & Pursuit), (Mentoring), (Health & Wellness, (Attitude Towards Work), (Philanthropy) and (Relationships beyond ourselves). Special guest, millennial marketer, author and top producer David Specht, walks you through these capital themes.

About Steve Savant

Steve Savant

As the National Marketing Spokesperson for Ash Brokerage, Steve Savant looks forward to meeting financial professionals in every way possible - in person or by video through conferences and social media.

Read More About Steve >>

Powered by Ash Brokerage

At its core, Ash Brokerage is about Honoring the Impact ® in the lives of the financial professionals who choose to partner with us — we are an engaged group of individuals who really care. We help advisors and their clients protect those they care about in impactful, meaningful ways ... Simply put, we make a difference in the lives of people.

Learn More >>
Ash Brokerage

Give Us A Call: (800) 589-3000