Casino Night with the Clients: Make Client Experience Fun!
In a world where products and services are plentiful and companies are fighting for attention and positions in the marketplace, a good client experience strategy is a competitive advantage. Read into how J.W. Cole Advisor, Susan Hurschman makes client experience fun!
Advisor Spotlight: AssetMark Community Inspiration Award
The AssetMark Community Inspiration Award acknowledges Gold or Platinum financial Advisors across the United States who are doing inspiring work in support of charitable organizations in their local communities. J.W. Cole Advisors, David Parsons
, and Jerry Todd
are both recipients of the 2017 award!
2017 Women of Cole: Finding Your “Why”
The annual Women of Cole Conference is an exclusive event hosted by the home office to give women of J.W. Cole an opportunity to share unique ideas and industry best practices used in the financial industry. Last year's big meetup was co-hosted by partner Advisor, Vicki Beam in Traverse City, Michigan.
Advisor Spotlight: J.W. Cole Advisor Recognized by Investment News”40 Under 40″
Congratulations to Kasia Marczyk
, founder of Anchor Wealth Management
at J.W. Cole Advisor, who was named one of the top 40 young leaders in the financial advice industry by Investment News.
2016 Advisor Symposium
The Annual J.W. Cole Advisor Symposium is an event hosted by the home office to foster fellowship and share the best industry practices amongst our partner Advisors. On behalf of your home office family at J.W. Cole Financial, thank you for making the 2016 Advisor Symposium one for the record books!