Category | Value Proposition

Case Study – Why I Became An Adviser

Risk Management, Estate Planning & Business Succession Specialist, Mark Everingham, watched his family struggle financially after his father suffered a heart attack. The experience would have a significant impact on Mark’s future career path, as he shares here…

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Case Study – Advising Gen X and Y

This case study provides tips on how to engage with Gen X and Y clients. 2013 AFA Rising Star, Matt Hale, and his clients Jen and Glenn talk about the things that matter most to younger advice consumers. At a glance Submitted by: Matt Hale Age: 27 Business name: Rising Tide Licensee: Apogee Clients: Jen and Glenn […]

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