Aligning our Firm’s Values with our Candidate’s Values
An inside look on how we “envision the future” with potential advisors. In this episode, Caitlin Flanagan and Tim Flanagan discuss the work that has…
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The Importance of Advisor Development with Jarrett Engel
Transforming the culture of the organization by helping our advisors transform their knowledge, skills, and abilities to better serve their clients. In this episode, Tim…
From Intern to Coordinator with Rebekah Miller and Amanda Kramer
From intern to coordinator. In this episode, Amanda Kramer chats with Rebekah Miller about her summer internship at our firm, transitioning from intern to a…
Recruiting with Culture in Mind with Caitlin Flanagan
Being intentional with your culture helps attract great talent. In this episode, Tim Flanagan chats with Caitlin Flanagan about how having an intentional focus on…
Building a Successful Team with Shane Tenny
True commitment at a team level creates abundance. In this episode, Tim Flanagan chats with Shane Tenny about a career in financial planning, adding value…