Kip Kiser of Sage Insurance Partners explains how his company helps Advisors offload their insurance workload without offloading their insurance revenue.
Talk to Kip:
Call: 704-397-1640
Email: KKiser@Sageinsurancepartners.com
Talk to Garrett:
Call: 919-561-2436
Email: Garrett@theadvisoradvocates.com
Schedule Meeting:
Managing Partner of ICG Next James Costabile & Stephen Kuczynski discuss the challenge facing the financial services industry as it attempts to create succession...
One of the best kept secrets in the financial services industry is the Tuck-In model. One of the best descriptions I’ve ever heard for...
Technological innovation and the rise of the Fiduciary Standard has evolved the wealth management industry in a variety of ways, leading to a new...
