Jay Coulter on the Drivers of an Irresistible Brand

Jay Coulter, is an investment strategist, practice management consultant, author, podcast host, and award-winning business speaker. He is the Founder of Pinger Systems, a training and technology firm, and has a consulting practice through RC Whatley & Company, both businesses focused on serving advisors, [...]

By |2022-01-03T17:14:31+00:00March 22nd, 2018|Categories: Podcast|Tags: , , , , |0 Comments

Dan Sullivan on Passion, Connection, and Differentiation

Dan Sullivan is an Executive Vice President at Cambridge Investment Research and brings over 30 years of industry experience. Previously an advisor, he is now focused on leading strategic initiatives that support advisors in efficiently growing their independent businesses. He has been instrumental in [...]

By |2022-01-03T17:14:32+00:00March 7th, 2018|Categories: Podcast|Tags: , , , , |0 Comments
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