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As interest rates skyrocket and the consumer debt crisis deepens, financial advisors and coaches must be prepared to guide clients through debt challenges. In follow-up to June’s webinar on identifying the right debt solutions for your clients, this session dives deep into the Debt Management Plan (DMP). In this webinar, attendees will gain a comprehensive understanding of how DMPs work, […]

In-person training Dear Community Partner, You're invited to the "Say NO to Scams: Protecting consumers and communities from fraud" training, hosted by Consumer Action and sponsored by Early Warning Services. The Federal Trade Commission reported that consumers lost more than $12.5 billion to fraud in 2024, which represents a 25% increase over the previous year. The state of New York […]

A thriving email list is one of the most valuable assets for financial counselors and coaches, but building and maintaining one can feel overwhelming. Join us on Tuesday, July 29th at noon ET, where our host, Hillary Gale, will share proven strategies for growing your email list with qualified prospects, including how to create compelling lead magnets, optimize your opt-in […]