How do you take those dreams and goals break them down into daily actions? As a financial advisor or member of an advisor’s team, you have a lot of plates spinning. Keeping your waypoints, actions, goals and vision connected can feel impossible sometimes. Optimizing and growing your Implementation Quotient will help you bring these dreams into reality.

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Understanding Behavioral Finance to Improve Client Outcomes with Dr. Wendy De La Rosa

By: Ana Trujillo Limon
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 …
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ReFrame | Lacy Garcia

By: Ana Trujillo Limon
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 …
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Go Fish: Find and Become a Valued Advisor to Business Owners

By: Greg Opitz
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 …
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Culture is Queen: The Case of the Queen Bees, Bros and Old Boys

By: Ana Trujillo Limon
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 …
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