Katie Imming

Mastering First Impressions Program Suite

Financial professional practice management program

Six Barriers to Investment Success

Investor-friendly brochure on behavioral finance

What Does the Client See? Program Suite

Financial professional practice management program

The Psychology of Referrals Program Suite

Financial professional practice management program

Best Practices for Working with Couples

Is it Prime Time for Floating-Rate Bank Loans?

Community Infographic

Infographic for Internal Communication

Diving into Derivatives

What is a Mutual Fund?

The Difference Between Saving and Investing

Coronavirus, clients and the role of a financial advisor

Article for financial professionals at the outset of the pandemic

Advisor’s guide to the psychology behind goal setting

Article to help advisors understand science of goals

What Does the Client See (and Why Should You Care)?

10 Simple Ways to Connect with Heirs

Is "Sometimes" Killing Your Client Experience?

What Does "Be Better, Not Cheaper" Mean for Advisors?