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So far, the girls are trouncing the guys. What can you learn from the slip-ups and successes of the competitors on Donald Trump's business-oriented reality TV show?
Do you sometimes suspect top producers were simply born successful? Not so. Find out what made the difference in one advisor's transition from shy, struggling rookie to major multimillion-dollar player.
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Savvy Tax Planning School for Financial Advisors
With Debra Taylor, CPA/PFS, JD, CDFA
July 31, August 7, 14, and 21, 2025
AI Marketing for Advisors
Begins October 23, 2025