Chad has been with Eide Bailly for over 25 years. He specializes in performing business valuation services for estate and gift tax purposes, litigation, and purchasing, as well as selling businesses. In addition to performing financial projections, forecasting, and [...]
What happens in Washington, DC, has a critical impact on our business, yet, out of 535 members in the U.S. Congress, only 20 (less than 4%) have any experience with insurance. In October 2023, the DOL released its third [...]
Our top advisors in 2023 that had the most significant cases focused on business clients. We're here to equip you with the sales strategy, marketing firepower, and market insights you need to crush your business goals. This weeks BREW [...]
Succession Planning Considerations for a Financial Advisor’s Practice with Tiffany Markarian, Advantus Marketing
Succession planning is a pivotal moment in the life of every financial advisor. Advisors must navigate an intricate landscape of succession planning considerations to preserve the legacy they’ve worked hard to build. On this episode, Award-Winning Marketing Strategist, Tiffany [...]
Join Dan and Brendon as they do a recap of 2023 and a look ahead of 2024 plans.
Pam Sheehan, Publisher & Editor of Aspire Magazine for financial professionals discusses her publication's launch and meteoric rise in 2023 as well as plans for the year ahead.
Jon Thomas from Amada Senior Care joins E4 for a discussion on the realities of home care: the costs & the challenges your client may face. Most seniors want to age in place and live out their remaining years [...]
On this BREW, Steve Walker asks you to look at your book of business. Do you have clients that want to protect their loved ones by creating a financial legacy? Tune in to learn how insurance can help add [...]
Dave Soczek is a recurring BREW guest and works with other financial professionals throughout the country to provide solutions to many of the issues their business clients face, such as: recruiting, rewarding and retaining key employees; correcting deficiencies in [...]
LTC expert Shane Van Patten discusses E4's proprietary LTC analysis tool and how to use it while helping clients to develop a personal long-term care plan.