Practice

More firms pushing workers to take vacation

Some investment banks even mandate employees take time off because they’re less likely to commit fraud or become rogue traders.

By Staff |August 22, 2014

1 min read

Are advisors better than palm readers?

MarketWatch recently put the tired cliché that financial advising is like palm reading to the test.

By Staff |August 22, 2014

1 min read

6 tips for attracting new clients on LinkedIn

When it comes to prospecting, mass marketing is out and relationship building is in. Here are six tips for making the most out of your opportunities on LinkedIn.

By Maureen McCabe |August 20, 2014

5 min read

10 rules of seminar follow-ups

Many advisors who hold seminars declare victory when the curtain descends. That’s a mistake, because all their efforts will go to waste without effective follow-ups.

By Bryce Sanders |August 19, 2014

3 min read