What is a Personal Financial Specialist?

And what are the benefits of meeting with a Personal Financial Specialist? To continue to be recognized as a contributor to the financial planning sector, the American Institute of Certified Public Accountants (AICPA) has developed its own credential including membership resources.  Titled the Personal Financial Specialist (PFS), candidates must first

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A Roadmap Recap for Wholesalers & Distributors

On Thursday, August 26, Barnes Dennig hosted the annual seminar for the Wholesale/Distribution Niche. We had a great turnout to hear Mike Marks present on Creating a Digital Roadmap to Drive Profits. Mike began his presentation showing that the distribution industry remains robust but is facing dramatic changes. At

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