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Heart of Delegate Video Series Featuring Kaurie

Heart of Delegate: Erin

Check out our latest #HeartOfDelegate video with our incredible CFA Kaurie! Kaurie has a ton of interesting hobbies that she’s able to pursue because of her remote position at Delegate. Find out what they are!


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Heart of Delegate Video Series Featuring Christa

Heart of Delegate: Christa

This episode of our #HeartOfDelegate series features our amazing Director of Strategic Partnerships, Christa Hurchalla! Find out how our core values are the #HeartOfDelegate for Christa! 


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The Power and Impact of Peer Groups

DS Expert Chat: The Power and Impact of Peer Groups

We chatted LIVE with our friend Kristie Clayton, Chief Compliance Officer for BCR Wealth and Founder of FIM [Female Integrator Mastermind], an international peer to peer mentoring platform with over 100 members. Kristie shared her expertise on the topic of “The Power and Impact of Peer Groups”.

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Heart of Delegate Video Series

#HeartOfDelegate Video Series!


We’re so excited to release our #HeartOfDelegate video series! A few of our amazing team members share what the heart of Delegate is for them. Check out the videos below to learn more.  

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Heart of Delegate Video Series Featuring Erin

Heart of Delegate: Erin

This episode of our #HeartOfDelegate series features our lovely Sr. CFA and Success Manager Erin, who has a passion for yoga. We love working with Erin and we loved learning more about her! Find out what the #HeartOfDelegate is for her!


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The Psychology of Image: How to use Personal Branding to Quickly Tell Your Story

DS Client Expert Chat:

The Psychology of Image: How to use Personal Branding to Quickly Tell Your Story

Our client, Brian Lipstein, founder of Henry A. Davidsen, Master Tailors & Image Consultants, joined us live and talked about the psychology of personal image. Brian shared his expert knowledge on this topic as well as his experience working with Delegate and how we've been able to help!

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Heart of Delegate Video Series Featuring Tara

Heart of Delegate: Tara

The second episode of our #HeartOfDelegate features our lovely Sr. CFA Tara! Find out what the #HeartOfDelegate is to Tara, and how she’s been able to be there for her family as well as pursue her goals!


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How to Build a Dynamic Culture of Helping through Focus on Relationships

DS Expert Chat: Helping v. Selling - How to Build a Dynamic Culture of Helping through Focus on Relationships

We chatted LIVE with our friend Angie Grissom, Owner of The Rainmaker Companies, and she shared her expertise on the topic of helping v. selling and how companies can build a dynamic culture of helping by focusing on relationships.

 

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Presenting Our New Heart of Delegate Video Series

Heart of Delegate: Kaylee

We’re so excited to release our #HeartOfDelegate video series! In the first installment, our wonderful CFA Kaylee shares what the heart of Delegate is for her. Kaylee is a military spouse and an animal lover, and working at Delegate gives her the freedom and flexibility to prioritize those aspects of her life. 


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Are You Ready for an Integrator? What to Consider When Making This Key Hire

DS Expert Chat: Are You Ready for an Integrator? What to Consider When Making This Key Hire

We chatted LIVE with Jason Prentice from Outcomes COO, and he shared everything you need to know about hiring an integrator.

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