There are a thousand different ways your clients can leave unfinished business, but no single advisor can address every issue. We answer the important questions to help professional advisors focused on individual clients - like attorneys, CPAs, and financial advisors - identify and eliminate those professional blind spots so you can speak competently and confidently to your clients and help them leave No Unfinished Business.
Colin Ley
Elena Pullen-Venema
Pro Business Channel
The Institute of Advanced Financial Planners | David Miller
Amicus Settlement Planners
Alan Moore and Michael Kitces
John Brown
Cathy Curtis, CFP
Peak Trust Company
Topical Talks with Title Research
Rick Randall
Charlie Van Derven
Reuben Bergola
Private Vista
Alay Yajnik
Ken Unger
Morrie W. Reiff
Moore, Ingram, Johnson and Steele, LLP
The Heritage Institute
Claire Tralle
The Pinnacle Group
Michael Kitces
Davina Frederick
V▹I◃P
NFP
Kate Holmes
Buckingham Wealth Partners
...For Advisors
Financial Planning Association
Francois du Toit
Matthew Jarvis & Micah Shilanski, Finance Rockstars
Richard E. Boone
Reese Harper, CFP®
Advisor's Edge
Gary Heldt
The Entrepreneurial CPA Podcast
Richard Oring & Erik Garcia
Hurrdat Media
Attorney Thom Goolsby: law practice management, law firm marketing, rainmaking, attorney lifestyle
The Unbundled Attorney Team
Openwork Mortgage & Protection
Investment Planning Counsel
Caleb Brown
The Evolving Advisor Podcast
For Entrepreneurs, Financial Advisors & Accountants
The Ultimate Attorney Podcast
Ron Bockstahler
Alliance of Comprehensive Planners (ACP)
Chris Berry
Family Legacy Media
Synergy Life Brokerage
PracticeLab podcast
The Leaders Speak Podcast
Clio
Kim Butler and Tammi Brannan
The Gottlieb Organization
Cooper Lewis at Highland Capital Brokerage
Paul G. McManus
Ashley Baxter
WIFS
Brad Atkins
Victor Pantaleoni
Jacqueline Lockie
Gordon B. Coyle
John Strohmeyer
Goosmann Law Firm
Ted Farrell
John McDonough
Nicole Giantonio
The Legal Director
Mark Holton
solodefacto
Heartcast Media
Brad Miller
thedigitalsolicitor
Michael Lawes
ISOLAS LLP
Clarity 2 Prosperity
WealthManagement.Com
None
tru Independence
The Financial Planning Training Academy
Fatma Hamdi
Financial Planning
WealthCounsel
Stan Miller & Katie Beth Hand
Emily LaRusch
Betsy Wiersma & Harbor Wealth Management
Daniel Kopp, Forrest Baumhover
kmsmobilenotaryservices
Bruce Coombes
Pete Bush
Brendan Frazier
David DeCelle
Foghorn Podcasting
Jonathan Kuttin
Marcus Cusick
LEAP Legal Podcast
Arken.legal