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SSN Practice Development Specialist, Corey Keltner, Published on WealthManagement.com
We are proud to have an article written by Corey Keltner, Practice Development Specialist of Securities Service Network, published on WealthManagement.com. The article "How Advisors Can Fine Tune Their Marketing Language To Better Explain What They Do" takes a look at...
Nashville Tax Savvy Forum Recap
SSN's Tax Savvy Forum Executive Summary This past September, we completed our second Tax Savvy Forum of the year in Nashville where SSN Advisors learned more about how tax planning fits more broadly into the larger retirement planning process. We had four excellent...
SSN President & CEO, Wade Wilkinson, Published on ThinkAdvisor.com
We are proud to have an article written by Wade Wilkinson, President & CEO of Securities Service Network, published on ThinkAdvisor.com. The article "Why the Tax Planning Gap Should Be Filled by Advisors" examines opportunities for advisors to find a niche or...