Practice

How one advisor drills for prospects

Cole Kachur has pierced a client base of successful, wealthy people. Who? Dentists. How? By offering CE-accredited professional development sessions on tax issues, insurance strategies and succession planning that are priorities for this client base.

By Suzanne Sharma |November 5, 2013

4 min read

What to say when someone dies

Your client just told you his wife of 30 years died unexpectedly. He tears up while giving you the basic details—she was crossing the street and got hit by a drunk driver. How do you comfort him during this difficult time?

By Rosemary Smyth |November 5, 2013

2 min read

7 ways to protect client data

Data security policies aren’t foolproof. So financial data tech experts advise that you always assume your clients’ information is vulnerable.

November 5, 2013

2 min read

Why to choose the Acer Iconia

My newest tablet is an Acer Iconia W510 running Windows 8 Pro. The basic version is $549 and has 64 GB of storage—four times the storage in the entry-level iPad 3. The Acer has become my main tablet for two other reasons.

By Kevin Cork |November 5, 2013

3 min read