Next up, in a four-part series on 2020 wins, Richard Allen shares how this year has allowed him to get closer to his clients and put himself on the other side of the table. GE-3427947(2/21)(Exp.2/23)

In the last of a four-part series on reflections, Brandy Mickens shares how going digital has emphasized the importance of intentionality and focusing on opportunities. GE-3394805(1/21)(Exp.1/23)

Stephen Dunbar is a huge proponent of pushing yourself forward. In this reflection, he discusses a recent 50-miler with his son, levels of generosity and motivation. GE-3393871(1/21)(Exp.1/23)

Through his consistent emails, Jason Dummert has been coaching advisors across the country for years. In reflecting on 2020, he shares how working remotely has stretched him to manage his time differently. GE-3393758(1/21)(Exp.1/23)

First up, in a four-part series on 2020 reflections, Sarah Vita shares the challenge to get more creative and what she’s learned about preparation and practice. GE-3393684(1/21)(Exp.1/23)

As we near year-end, Mark Mitchell discusses how 2020 has challenged us to self-reflect and has emphasized the significance of the work we do. GE-3363049 (12/20)(Exp.12/22)

Tom Mingone has mastered taking the complexity of planning and making it easily digestible for clients. As our world has shifted, he walks through opening your mind to new opportunities, his philosophy and mechanics. GE-3318546(11/20)(Exp.11/22)

Looking back over a 25+ year friendship, Tim Maguire connects with Jim on tenacity plays, the importance of having someone who believes in you, and ultimately learning how to adapt, adjust and move on. GE-3262818(9/20)(Exp.9/22)

How are newer financial professionals pivoting in our new normal? Jim connects with Matt Klotz, a DSF advisor in the RBG to discuss being conditioned for the long haul and the long-term mission of helping take care of people. GE-3212590(8/20)(Exp.8/22)

Like all of us, Kyle Schiffler has been making adjustments in the wake of Covid. While the method of client meetings has changed, the human connection, habits and importance of the work remains. GE-3166645.2(6/22)(Exp.6/24)