Month: August 2021

Preparation is The Key

You can’t listen to the news today without being struck by the important of preparation, both personally and professionally. Here’s the top five insights our Business Consulting team has shared with Advisors this month: Disasters are Likely; Planning is Essential Natural and man-made disasters are infrequent but always potentially devastating. Wildfires, pandemics, earthquakes, floods, or […]

Time to Celebrate! The Network Anniversaries

This month, we’ve got an extra exciting anniversary to acknowledge: Tammie Barsocchini, our Chief Financial Officer and Vice President of Business Transitions, is celebrating her 30th year with The Network! Starting with us as an administrative assistant, she’s grown from admin to VP, and remains an integral part of each element of our company. We […]

It’s All About the Experience

Christopher Mercado, Managing Partner at The Financial Services Network In early spring, our team sent out a survey asking about Advisor interest in attending live events in the coming year. Overwhelmingly, the response was loud and clear: let’s get together in person. After a year crammed in home offices, Advisors were eager to connect face-to-face. […]