24 min

Panoramic Planning: A Financial Professional’s Secret Sauce for Success The W Pulse

    • Careers

Hear from Securities America financial professional Sandra Wagner, President and CEO of Wagner Planning, on how she leverages Panoramic Planning in her business and how you can start implementing this smart strategy today.  
The W Pulse series, brought to you by Advisor Group, was created by the firm’s Women Forward initiative and the Women’s Advisory Board.

Hear from Securities America financial professional Sandra Wagner, President and CEO of Wagner Planning, on how she leverages Panoramic Planning in her business and how you can start implementing this smart strategy today.  
The W Pulse series, brought to you by Advisor Group, was created by the firm’s Women Forward initiative and the Women’s Advisory Board.

24 min