Practice

When a client’s identity is stolen

George and Ann pay bills in full and on time, so when a collections department called, they assumed it was an error. But George kept receiving calls from credit-card companies he’s never done business with.

By Lisa MacColl |April 11, 2013

4 min read

Revamp client portfolios for 2013

Talk to clients about renovating their portfolios and revisiting their goals.

By Staff |April 11, 2013

2 min read

How to survive regulatory audits

Regulators across the country are toughening up, so brace yourself.

April 10, 2013

3 min read

Sharpen your prospecting skills

Reeling in new clients is always top-of-mind, and every advantage counts. How good are you at the timeless art of prospecting?

By Staff |April 10, 2013

2 min read