Top Attributes to Look for in a Sales Assistant

Top Attributes to Look for in a Sales Assistant

It’s no secret that in today’s environment, advisors have more on their plate than ever before. Among the challenges are the continuously changing regulatory environment, demographic shifts that are putting pressure on many of their businesses and the influx of new,...
Nashville Tax Savvy Forum Recap

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...