Maureen Shepherd, Senior Marketing Writer

Spotlight: How Advisor and Olympian Roy Janse Translates Goals into Success
Roy Janse, CFP®, AIF®, shares insights about how his lifelong history of athletic training and competition gives him the mindset to succeed as an advisor.
Maureen Shepherd
07.21.21
Valiant Women of Commonwealth: Ashley Ott’s People-Oriented Path to Success
Advisor Ashley Ott of Vantage Point Financial shares insights about engaging with clients and prospects in a pandemic and developing a business model that fits your strengths.
Maureen Shepherd
03.24.21
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