As technology continues to move at a rapid pace, every professional is trying to keep up and find ways to utilize that tech to improve the w

Devin Carroll is the founder of Carroll Advisory Group and joins the show to share his experience finding balance. As you’ll hear in our con

Audio: Video: Subscribe: More About This Episode: Joining us today, is Kristin Shea, RICP®. Kristin is an award-winning and highly...

How many different hats do you wear as an advisor? Between meeting potential clients, serving your existing client base, and growing your bu