Happy 2024 to you!  

We’re excited to launch a new email communication dedicated to those of you working on the advisory side of the business. We hope to bring you important updates, timely information, and educational opportunities monthly, geared toward managed money and financial planning.  

In 2024, our goal is to provide much more advisory focused support as we try to help all of you grow this side of the business. Please feel free to reach out to me personally as things come up that you need help regarding TLG Advisors. I’m transitioning to a role in which helping you on the advisory side of the business will be my primary focus.  

Also, let us know what you would like more information on. In this newsletter we plan to provide: 

• Economic and market updates 
• An educational piece from one of the third-party managers that we work with 
• Webinar opportunities 
• Important updates from our compliance and operational staff 
• Information on industry trends 

We are open to suggestions as this evolves, as we want to provide you with what you need to help grow your business.  

Have a great year!