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Pat Giesbrecht
Feb 25, 2021
Video: Monetizing Client Feedback
Collecting client feedback is not only for enhancing the client experience. It goes much deeper!

Kelly Maxwell
Feb 19, 2021
Client Achievements: Taking Time to Celebrate Wins
February is a busy month for financial advisors so rather than provide tips and resources, we are celebrating our clients' accomplishments.

Kelly Maxwell
Feb 17, 2021
Brand Launch: LiveBy Wealth
A beautiful new brand we are thrilled to share! Congratulations to Mike Kidney. - From the TPC brand team!


Heather Amlin
Feb 17, 2021
Brand Launch: Marquee Benefits
Big congratulations to Marquee Benefits Inc. on their fresh, vibrant brand! We had so much fun working with you and watching this brand deve


Kim Poulin
Feb 10, 2021
Making Self-Care a Priority
Interestingly, many of the self-care concepts we wrote about in the 2008 financial crisis are still applicable today with a few updates.


Kelly Maxwell
Feb 9, 2021
Virtual Meetings Aren’t Going Anywhere, Jan E-FORUM
Workplaces are balancing the unfamiliarity of going virtual while protecting their organizations.
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