Practice

How to improve your out-of-office messages How to improve your out-of-office messages

Your Business

How to improve your out-of-office messages

The point of a vacation auto-reply is to let the receiver know exactly how to proceed in your absence

By Todd Humber |August 14, 2023

4 min read

Are high rates affecting the market for books of business? Fallback Image Decorative pattern

Your Business

Are high rates affecting the market for books of business?

Any impact of higher borrowing costs is subtle, as many factors can determine the value of a practice

By Todd Humber |August 9, 2023

4 min read

Tips for leading an advisory team Fallback Image Decorative pattern

Your Business

Tips for leading an advisory team

Leaders need to build a sense of community on their teams and ensure members feel valued

By Todd Humber |August 3, 2023

3 min read

Break the bias: improve how you work with women clients wif_800x600.jpg alternate text for this image

Your Business

Break the bias: improve how you work with women clients

Wednesday, March 9, 2022 at 1:00 PM ET

Thanks to longstanding and deep-seated stereotypes, women clients are often thought of as lesser investors than their male counterparts, despite research demonstrating otherwise.

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