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9 Proven Ways to Achieve High-Converting Webinars

9 Proven Ways to Achieve High-Converting Webinars

Evidence proves there are superior strategies and tactics when it comes to effectively converting...

raynasouthart April 29, 2021
Four Potential Tax Changes Advisors Need To Prepare For

Four Potential Tax Changes Advisors Need To Prepare For

By Founder and President of Covisum, Joe Elsasser, CFP®. President Biden has outlined a...

raynasouthart April 12, 2021
[NASDAQ] Leading Financial Services Professionals Shared Ten Ways You Can Thrive in 2021

[NASDAQ] Leading Financial Services Professionals Shared Ten Ways You Can Thrive in 2021

(Original Article on Nasdaq: https://www.nasdaq.com/articles/leading-financial-services-professionals-shared-ten-ways-you-can-thrive-in-2021-2021-03-15) Prospecting, selling and closing are always going to have...

raynasouthart March 15, 2021
How White Glove is Pioneering Captive Marketing

How White Glove is Pioneering Captive Marketing

We can confidently say 2020 forever changed not only the financial industry, but the...

raynasouthart February 10, 2021
New SEC Amendments – What Do They Mean for Advisors?

New SEC Amendments – What Do They Mean for Advisors?

Since the adoption of the Investment Advisers Act of 1940, advertising, the referral process...

raynasouthart January 21, 2021