Your feedback highlighted Ongoing Marketing and Targeted Business Development as key areas of interest.  With this in mind, we have scheduled our first ALPINE call to explore these topics in tandem.

As a reminder, our goal for these calls is to present various growth strategies and foster networking among advisors to share best practices. I invite you to join myself and Stef Dolan, Director of Marketing and Branding on Thursday, September 26th @ 11am as we discuss Developing a Value Proposition.

The ALPINE acronym reflects attributes that are key to fostering the growth of our advisors and their practices. Advancement, Leadership, Professionalism, Initiative, Networking, and Education.