This month, we’ve got an extra exciting anniversary to acknowledge: Tammie Barsocchini, our Chief Financial Officer and Vice President of Business Transitions, is celebrating her 30th year with The Network! Starting with us as an administrative assistant, she’s grown from admin to VP, and remains an integral part of each element of our company. We […]

Christopher Mercado, Managing Partner at The Financial Services Network In early spring, our team sent out a survey asking about Advisor interest in attending live events in the coming year. Overwhelmingly, the response was loud and clear: let’s get together in person. After a year crammed in home offices, Advisors were eager to connect face-to-face. […]

At The Network, we couldn’t do what we do without the dedication and support from our talented team. While we celebrate their commitment to our organization every day, this month we want to focus on several team members who are celebrating their work anniversaries. Vlad Avdeyuk is a Portfolio Administrator for the Portfolio Consulting team, […]

Does crafting the bio for your website give you writer’s block? Use these key elements to create the perfect digital CV and connect with your ideal client. By Jessica Dolby, Marketing & Communication Specialist One of the questions I get asked most frequently when discussing a new website is whether you need to include a […]

The Financial Services Network (The Network) proudly announced today Network advisor Michael Allard has been named to Forbes magazine’s 2021 Best-In-State Wealth Advisors. “Congratulations to Mike, and his extended team, on receiving this extraordinary acknowledgement and recognition,” said Christopher Mercado, Managing Partner, The Network. “We are proud to support Mike in his efforts to provide […]