"We firmly believe that a consistent combination of value, growth and sentiment is the key to good investment results." - Brian Bruce, Hillcrest Asset Management
"To be competitive and effective in addressing HNW family goals, advisors need to learn the who, what, when, where and how of PPLI, and all related planning applications." - Alan Jahde, Investors Prefered Life Company
"True comprehensive wealth management makes a strong, vital connection across the whole HNW family creating a strong epoxy for the wealth management firm and its relationships." Nick Gregory, CEO, Financial Engineering Instit
[To truly innovate, differentiate and engage today’s changing clients, financial professionals today need to borrow more heavily from the design industry.
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