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United States

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English

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Episodes

Episode 2 – What You Must Know About Using the Latest Technologies — With Sheila Cuffari-Agasi, AIF® and Aaron Spradlin

5/13/2019
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With new innovations happening each day, it can be difficult for advisors to find technology that balances their need to maximize their efficiency and brand with the need to perform routine due diligence. Today, Sheila Cuffari-Agasi and Aaron Spradlin discuss what advisors need to know about using the latest technologies in their practices — especially … Continue reading Episode 2 – What You Must Know About Using the Latest Technologies — With Sheila Cuffari-Agasi, AIF® and Aaron Spradlin →

Duration:00:45:15

Episode 1- Get Equipped to Create Your Succession Plan — With Sheila Cuffari-Agasi, AIF®

4/29/2019
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Do you have a succession plan? If your answer is “no,” you’re certainly not alone. In fact, 93% of advisors don’t have a succession plan in place. It’s no wonder that Sheila Cuffari-Agasi, AIF® is so determined to help advisors take action. In our debut episode, Sheila uncovers steps that you can take to inch … Continue reading Episode 1- Get Equipped to Create Your Succession Plan — With Sheila Cuffari-Agasi, AIF® →

Duration:00:47:32