A Virtual Practice Management Summit for Financial Advisors IMPLEMENT NOW 2015 Starts March 16th! Get $25 off registration with my code! Join me as I discuss cyber security challenges facing our industry. Join me and 21 other…

As always – a great conversation on Between Sessions, the Independence Day edition with +Jay Palter – in this episode discussing the World Wealth Repot 2014 from #CapGemini and +RBC Wealth Management.  We focused in on a couple areas of…