Start a New Conversation About Retirement with Your Clients
Now is the right time to start a new conversation about retirement with your clients and give a high-value gift to move it forward. Get your copies of Master Your Retirement, Doug Nelson’s best-selling book – with a special offer.
Read More
Rave Reviews: The Virtual CE Summit and Emergency Pandemic Benefits Response Course
The first ever Virtual CE Summit on May 13 garnered rave reviews. It featured 8 incredible thought leaders who offered cutting-edge guidance on providing clients with sound advice for tough times. Good news: you can still access the incredible online content and take until July 15 to finish your 10 CE Credits. More good news: we’re planning to host another Virtual CE Summit on September 30.
Read More
Knowledge Gap Courses: How to Become a Better Virtual Advisor
Your practice is changing, and Knowledge Bureau is here to help with a new series of courses for advisors and their clients who are transacting virtually. The new Knowledge Gap Program has arrived and it offers you a high-value library of short CE courses and new Financial Storyboards that open new virtual conversations. Most importantly, you don’t even need to be tech-savvy, and either do your clients. Here’s why:
Read More
Help & Contact: 1 866 953 4769
