Socially Active with Strategic Intent

Socially Active with Strategic Intent

New Orleans: “There’s so much going on this time of year, it’s easy to socialize in my world,” explained Tim during a peer-to-peer roundtable discussion,  then lamenting, “but I find it difficult to have business conversations during these holiday social events.”

Tim is a successful advisor who travels in affluent circles.  He’s done very well in his 20 plus year career as a financial advisor but, like many advisors, he&rsq

Register to view the full article

Sign up for a FREE membership to – the leading provider of insights and intelligence for investment advisors

Hide comments


  • Allowed HTML tags: <em> <strong> <blockquote> <br> <p>

Plain text

  • No HTML tags allowed.
  • Web page addresses and e-mail addresses turn into links automatically.
  • Lines and paragraphs break automatically.