by Lindsey Burda | Jan 23, 2023 | As Seen On
Staying ahead in the financial advisory space requires more than just keeping up with market trends and investment strategies. It’s about understanding what clients truly want and transforming conversations to meet those desires. This is the focus of a recent...
by Lindsey Burda | Jan 13, 2021 | As Seen On
By Karina Michel FeldPublished in Authority MagazineOriginally published on January 13, 2021 We’re thrilled to share some exciting news – our co-founder, Colleen Bowler, CFP®, has been featured in an in-depth interview with Authority Magazine, titled “The Power...
