Networking in a Virtual World

Networking in a Virtual World

Networking in a Virtual World February 19, 2021. By Ashley Agnew: While there is hope ahead for gatherings larger than our respective predisposed or chosen “bubbles”, there is still likely quite a way to go before we see in-person conferences or networking events take...
Jennifer Wolfsberg Featured on XPX Panel

Jennifer Wolfsberg Featured on XPX Panel

Featured Panel: When Advisors Collide January 28, 2020. By Ashley Agnew: A business transition is an emotional time for a business owner and tensions can run high while they navigate the many layers and demands of the process. With multiple advisors necessary to...
Hofmann Shares Important Insurance Considerations

Hofmann Shares Important Insurance Considerations

In speaking with the many professionals with whom we collaborate on behalf of clients, a common theme during this time of crisis and uncertainty is that of appropriate insurance coverage.  We discussed this with Adam Hofmann of FB Insure and he provided a great video...