Archive for October, 2016

The Art of the Cross Sell

Posted on October 25th, 2016 · Posted in Newsletters

 “Our approach to cross-sell is needs-based as some customers will benefit from more products, and some may need fewer.” — Wells… read more

2016 Five Star Wealth Manager – Brendan Smith

Posted on October 11th, 2016 · Posted in Investment Advisory, Team

Congratulations to Brendan Smith for being selected as a Five Star Wealth Manager for the first time! Five Star Professional partnered… read more

2016 Five Star Wealth Manager – Patrick Smith

Posted on October 11th, 2016 · Posted in Investment Advisory, Team

Congratulations to Patrick Smith for being selected as a Five Star Wealth Manager for the fourth year in a row!… read more