In the Media
Ask an Advisor: How technology is changing advisors' routines in 2026
Our business is built on a foundation of thoughtful client relationships.
SCORE Connect
On this episode of SCORE Connect, host Anna-Vija McClain is joined by Christopher Tasik, Certified Financial Planner Professional with Tasik Financial Strategies, to discuss retirement planning.
Lighten Up!
Sometimes the right joke or one-liner can defuse a situation with clients or underscore a selling point. But tread lightly.
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