About the author: Makanzie Kubale Business development representative Makanzie assists the sales team to develop and expand in the mid-market space. She builds relationships with contacts by sharing the value Advicent brings to partnerships within the financial industry.
Emergency funds: saving for a snowy day Picture this: It is a snowy December morning in Wisconsin. You are headed off to work for the day, thinking of all the tasks you know must be completed first thing. Read More
Building relationships with your client’s children When you think about what generates high profits as a financial advisor, my guess is your first thought is not a 529 plan. What if we looked at it from a different perspective? Read More