CEPA Certification, Payroll, Marketing Content, and more!

Our Chief Technology Officer, Leigh White, CEPA? , has recently achieved the esteemed title of Certified Exit Planning Advisor (CEPA). Leigh's dedication and expertise have been instrumental in driving our company’s technology advancements, and now her CEPA certification further amplifies her ability to navigate the intricate landscape of exit planning.?With this new qualification, Leigh will play a pivotal role in ensuring Myriad is strategically prepared for future transitions and success.

Once a quarter, we will be hosting an informative virtual experience for members of our Advisor Club. Our Client Success Coordinator, Andrew West , will be your host. Listen as a representative from each department gives you an overview of how Myriad can help with your marketing, tech, and hr. We will have time at the end to answer any questions you have. Whether you’ve been an Advisor Club member for a while or you just signed on, we recommend you attend this webinar to assure you’re getting the most out of your Advisor Club membership!??Click the image below to register.

As we get further and further into the summer, you may find yourself distracted by vacations and weekend trips. Instead of worrying about your payroll when you’re trying to enjoy a mimosa by the pool, outsource your payroll to Continuum Advantage , our sister company. Cross it off your list so you can make the most of your summer!

The hardest part of Digital Marketing is content creation. Here are a few key dates in July to get you started!

"Thank you to each and every one of our clients, partners, vendors, and employees for carrying Myriad into our 14th year. Again and again, you all choose to support Myriad, and it means the world to me!"

Danielle White, CEPA? , CEO