Archive for July 2014

The Big Five 2014 Advisor of the Year Finalist

(From JUL 15, 2014 | BY DANIEL WILLIAMS, PAUL WILSON, VANESSA DE LA ROSA After months of pouring over nominations, Retirement Advisor rolls out the annual Advisor of the Year finalists. In making our selections, we looked at multiple categories. Among those are production,community involvement, an ability to connect with clients, a passion for…

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