Today’s financial professionals have so much on their plates. From clients to HR, operations, marketing and so on – how can anyone effectively balance it all? The Big Picture Advisor is a modern take on connecting financial professionals to industry specialists, as well as other successful advisors to share best practices, insights and new ways to grow in this instant-gratification economy we now live in. Join us to hear “From the desk of” rotating guests, including industry specialists, motivational speakers, executives and thought leaders.
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