We have always prided ourselves on the power of our culture and the quality of our people, which is why we are especially proud to announce that we have been...
The word “quality” has been used and abused for so long that we almost don’t even hear it anymore, and when we do, we are skeptical of the reality of...
In this exclusive white paper, our CEO Harvey Pollack draws upon his decades of CPA and new business development experience to demystify CPA alliances for producers. Partnerships with CPAs have...
Cold calling is not for the faint of heart. There was an excellent movie called The Pursuit of Happyness (starring Will Smith) released a few years ago, and it showed...
Statistics show that one out of every two CPAs will offer financial services in the future to remain competitive. How can you as an agent prospect successfully in the CPA...