SIS RIS Advisor Update

August 31, 2022 · 17 Minutes

Tune in to this 17-minute webinar, which is an end-of-August wrap-up. Topics include the performance of the portfolio (including Preferreds, REITs, and Bonds), the effects of the Federal Reserve’s actions, and the addition of an employee to the Coaching department. Dave also discusses instilling urgency with your clients and talks about many different aspects of how to do this.

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