Uncategorized

A Financial Perspective

Sharing an insightful article that provides a dive into alternative investments from a financial professional’s preceptive. https://www.cnlsecurities.com/blog/alternative-investments/a-brief-history-of-alternative-investments.stml

Uncategorized

Be prepared!

Sharing a helpful article that every person should read. I was happy to assist in putting this together, based on my personal losses over the last three years. https://www.cnlsecurities.com/blog/practice-management/helping-your-clients-prepare-for-a-life-crisis-before-it-hits.stml

Uncategorized

One Year Anniversary

Over the last year, I have been working at CNL. One of my marketing responsibilities include the CNL blog. Here is a recent post: https://www.cnlsecurities.com/blog/practice-management/top-5-ways-to-grow-your-practice-in-2023.stml