Across
- 5. Your Relationship Manager can help facilitate cross-functional ___________
- 10. Nickname of Dana Rhodes's favorite college team
- 12. Practice Management can assist you in this method of client sorting
- 13. Your Relationship Manager is your strategic _______
- 14. Nickname of Grant Sininger's favorite college team
Down
- 1. Aside from his hobbies, you may find Grant Sininger here
- 2. Practice Management's new leader is Amy ____
- 3. Wealth Planning's renamed peer group synergy team is the Financial Planning ________
- 4. The most important value Tony Kubien brings to his work
- 6. Practice Management provides a high-level plan for participating in the Great Wealth ________
- 7. Wealth Planning's Val Johnson says one way to learn from others is through _______
- 8. Tony Kubien's DBA begins with this word
- 9. September's Tech Talk focuses on this tool you might consider purchasing
- 11. FMG Suite brings marketing, compliance, and client __________ together
