Brian Leitner is senior vice president of practice management at Mariner Wealth Advisors.
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Sending performance statements every 90 days can undercut planning goals. There is a better way to keep clients informed.
June 28 -
Current risk tolerance questionnaires fail to add any perspective and context to what the risk score means. It's time to take a closer look.
April 28 -
Voices: Advisors still relying on spreadsheets for basic planning run a very real risk of becoming obsolete in the near future.
March 30 -
Voices: Mariner Wealth's Brian Leitner says there are key steps to take to ensure your practice actually benefits from the new (and costly) tech tools you want to implement.
February 10 -
Voices: Mariner Wealth's Brian Leitner says it's okay to be anxious about technology. "It means you're paying attention to the forces that are driving the future of our business."
January 20
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