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11 Things You Need to Put on Your ‘About’ Page

Believe it or not, when a potential client stumbles upon your website, there are a few things that will happen right away. First, they will immediately judge the design of your website and make early impressions of you. Second, they will determine if you are able to...

In-Person IMAX Training

Join us for a live 1 1/2 day in-person event in Scottsdale, Arizona hosted by Thomas Gold Solutions. Super charge your knowledge of Income Maximizer. 10 hours of software education and appointment training. Small class size, 14 attendees max, breakfast & lunch...

How Can Tax Reform Help You Gain Clients?

The new Tax Cuts and Jobs Act (TCJA) that was passed in December 2017 brings a whole new ballgame of questions for consumers and businesses. So how can you as an advisor help alleviate some of this uncertainty while also providing value through comprehensive...