July 2026 Crossword

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Across
  1. 1. Axtella's Vision Conference will be held in this city
  2. 4. A 2024 study by Michael Kitces found "these" produce the most new revenue per client
  3. 5. The final stop of the Zenith Tour is in this state
  4. 7. Wealth Planning's John Sukovaty says, "Your freedom is your 'this'"
  5. 11. The act of granting decision-making authority to trusted others
  6. 12. The most important part of Dan MacIver's life
  7. 14. Axtella's Vision Conference will be held in this month
  8. 16. Dan MacIver's proudest professional accomplishment was earning "this" designation
  9. 17. Trainer Mike Frank will cover these in July's Tech Talk
  10. 18. Amy Knox, VP Practice Management, recommends all independent financial professionals determine their "this"
  11. 19. Chief Technology Officer Tu Nguyen says Axtella will introduce tools from an advisor-first "this"
  12. 20. Beacon Capital Management invites us to experience the "blank" of investing
  13. 22. President Brandon Rydell's overarching theme in Leadership Lens
  14. 23. Brandon Rydell, President, invites all financial professionals to attend "this" conference in October
Down
  1. 2. An in-person event to be held in Ann Arbor this August earmarked for operations and administrative discussions
  2. 3. Tu Nguyen, Chief Technology Officer, says Operational "this" remains a hidden tax
  3. 6. The technique of protecting your calendar and daily hours is known as time "this"
  4. 8. John Sukovaty, Wealth Planning Consultant, describes the difference between compliance and "this"
  5. 9. Dan MacIver's wife's name
  6. 10. Trading Supervisor Zach Parker's fiancée's name
  7. 13. Marketing Specialist Hannah Weschler recommends running these kinds of client events
  8. 15. Zach Parker, Trading, played in a band in this genre of music
  9. 21. Trading's Zach Parker's favorite game (when he's playing well)