Practice Management May 13th, 2024 The Battle for Talent Participants at the 2024 Advisers in Conversation seminar discuss how they handle the heated fight for talent for their clients...
In Practice November 1st, 2023 Adviser Talks: Leah Sylvester Discusses Preparing Plan Sponsors for Audits (Video) Sylvester, of Shephard Financial, discusses the importance of tracking the plan design decisionmaking process with clients.