Month: April 2023

Transformational Advisory Group and the Drive Behind Growth

Wesley Burns, CFP, CLU, president and lead advisor at Transformational Advisory Group, connected with our business consulting team’s director of advisor engagement, Stephanie Roberts, to discuss TAG’s recent acquisition. Wes started his career at Northwestern Mutual Life and has been helping clients work toward financial independence since 2007. His passion is helping others dream big […]

Detecting Client Exploitation: A Case Study

Our compliance team is a group of highly experienced professionals with years of experience supporting advisors, their staff and clients. As a Network advisor, your compliance supervisor is a one-stop resource to help keep your business in line with regulatory protocol and to avoid career-ending risks. We hope by sharing some advisors’ experiences, you will […]

Preparing for a Windfall

Financial planning is one of the advisory services we offer at The Network. Whether you are looking for guidance with a complicated strategy or want to expand the service offerings you provide to your clients, our experienced team is here for you. Reach out to our director of strategy, Mark Harris, to learn more. As […]

5 Important Questions to Ask Before You Start Marketing Your Practice

Still wondering if hiring a marketing service is right for your business – or if marketing matters at all? As a business owner, your time is precious. Between the demands of fluctuating markets and operational tasks (not to mention providing exceptional client service), establishing a marketing strategy can feel overwhelming – even a waste of […]