Julie Littlechild Talks Successful Advisors and Client Engagement Great session today with Jay Palter and special guest Julie Littlechild, whose firm If Not Now Research focuses on identifying the best habits and practices that make financial advisors successful….

Join Blane Warrene & Jay Palter on Between Sessions. Jay came up with a great name to represent the discussions and topics that come up so often at events and meetings in “between sessions” of…