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The Model FA

May 25, 2021

Matthew Marcoux and John Kennedy are the Co-Founders of CandorPath Financial and Certified Financial Planners. Matthew has been serving clients for the past 19 years and  is an Enrolled Agent who specializes in tax planning and investment. John is driven by a passion to help others. While pursuing his education at...


May 18, 2021

As a response to the gap in referrals he saw financial advisors experience across the industry, Dan Allison created a powerful but easy-to-implement method that turns clients into advocates for their advisors. That was the origin of Feedback Marketing Group, through which Dan has been sharing his method and helping...


May 11, 2021

Matt Regan is the President of Wealthcare Capital Management, a tech-enabled RIA helping financial advisors maximize the value of their practices.  By developing strategies that create personalized and compelling client experiences, Matt and his team empower advisors to become intentional about the service they deliver....


May 4, 2021

Undertaker-turned-leadership strategist for Fortune 1000 companies, Mark Panciera is the CEO of The Pacific Institute, a global consultancy organization that delivers bespoke solutions that drive performance. Mark is an accomplished business owner, community leader, and entrepreneur. He draws wisdom from over 20 years...