Social engagement
Social engagement: 999 social following, 9 posts in the last 12 months — top quartile of its industry.
Recent activity
30 Jun 2026
Event
Business Owner Planning Conversation with Cory Siegfried of RISR and Cole Porter, CLU
5 Jun 2026
Event
The IBC Study Group
29 May 2026
Event
Advanced planning session with WealthCounsel, LLC