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What is a Practice Manager?

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Building Repeatable Systems and Processes

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Business and Educational Success with Chia-Li Chien

Dr. Chia-Li Chien is a Succession Program Director at the Value Growth Institute. Before her consulting practice, she held several senior management positions in Fortune 500 companies, including Diageo, ABB, CIGNA, and RSA Insurance Group. She is a frequent speaker about succession planning at national conferences and has published three award-winning books. She also serves on the boards of various national financial service associations.

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Advancing DEI in Institutional Asset Management

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Is Financial Services Getting Richer and Whiter?

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Importance of Trust in Financial Services

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Student Loan Dos and Don’ts

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FAFSA and Education Planning

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Ethical Issues in Financial Services

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Finding Joy in the Career Journey with Jennifer Jost

**CONTENT WARNING: Episode contains accounts of domestic violence and a hostage situation some listeners may find disturbing.**

Jennifer Jost is a Certified Grief Counselor and holds various securities licenses, as well as a Life & Health Insurance License. In 2016, she was awarded Advisor Of The Year by Ameritas, and she was a part of the Ameritas Presidents Club and Inner Circle, which qualified her for the Million Dollar Round Table. She currently owns and operates her own financial planning business, Diamond Life Planning.