Post from Kirk Purai, President of Carte Financial: Congratulations to our Brand & Marketing Award Winner Jackie Porter, CFP, an advisor who has gone above and beyond sales targets. The ultimate advisor that has socially committed to bringing to life their business digital via Carte Marketing Technology and has dedicated time to implement and explore the platforms to a point of noticeable engagement and business growth. The advisor with a clear vision of the future and the determination now to brand their way to success.
Click here to watch teh session: https://www.youtube.com/watch?v=nPqrbv9Nvd4 In this enlightening session, we delve into…
Click here to watch the full live session From Distraction to Deep Focus With the…
Greetings, Confidant community! Welcome to another edition of Live at Five with the Financial Confidant.…
Embarking on a successful financial journey is a vital aspect of maintaining a thriving legal…
Welcome to our Wednesday Live and Ask Me Anything series, and Happy New Year! In…
As the year comes to a close and the holiday season approaches, it's easy to…