You love your firm and want to see it grow, but doing so doesn’t just happen overnight.
In our Blueprinting Guide, you’ll learn how to unlock your potential growth. Discover what you value most and keep these principles front and center in your life and in your business.
Recent Posts
Blog
Understanding Behavioral Finance to Improve Client Outcomes with Dr. Wendy De La Rosa
Why do clients resist sound financial advice, even when it’s in their best interest? It’s not about logic—it’s all about psychology. Behavioral scientist Dr. Wendy De La Rosa, Assistant …
Blog
ReFrame | Lacy Garcia
Join us live from the SER Summit for Latin@s in FinServ as we interview Lacy Garcia founder and CEO of Willow. Topics of Discussion: Discuss Lacy’s journey into the …
Blog
Go Fish: Find and Become a Valued Advisor to Business Owners
Carson Wealth Managing Partner Paul West says: “I love working with small business owners. Why? Because I am one.” It’s only natural as an advisor that you would want …
Blog
Culture is Queen: The Case of the Queen Bees, Bros and Old Boys
We still haven’t solved the puzzle of building inclusive cultures. But when organizations are able to develop inclusive cultures where women can thrive, they can be more influential and …