Across
- 2. Michele Bergeron advises all financial professionals to establish this plan
- 8. The first of the 5 D's in BIREfinancial's disciplined framework
- 9. In a crisis, it's best to avoid this
- 11. The Federal Budget Reconciliation Bill is an example of this
- 12. SEI offers a toolkit to create an ideal client _______
- 13. Frank Galdieri discusses best practices for effective crisis ______________
- 14. Uplink does this to the client experience
Down
- 1. Step 1 in building your D&D plan is to designate this type of partner
- 3. Philip Grimm indicates the next generation of investors has different ____________
- 4. Tech Tool Mike Frank will cover in August's Tech Talk
- 5. A cornerstone of BIREfinancial's value proposition
- 6. Our optimized interface for business submissions
- 7. Cerulli Associates points out the shift toward this type of planning
- 10. Hannah Weschler cannot stand the taste or smell of these