Practice

Focusing on the film industry

when Kendra Sivertson was a teenager, she dreamt of becoming a famous actress—and might have been one if not for a car accident that left a deep scar on her face.

By Bryan Borzykowski |June 4, 2012

4 min read

Advisor confidential | Eric Stodt

Wealth preservation is of utmost importance, but I don’t completely steer toward capital preservation.

By Kanupriya Vashisht |June 4, 2012

2 min read

Are you accessible to clients?

Are you accessible? And, no, that doesn’t just mean having your BlackBerry on 24/7. Accessibility also means the extent to which your physical premises and your services are available to as many people as possible.

By Stuart Foxman |June 3, 2012

3 min read

Dealing with difficult clients

It happens to the best of us. It’s 8:00 a.m. and a client calls to vent about his portfolio not performing. He hasn’t slept all night, and he wants to start your day with that news. This isn’t a dream. Difficult clients are a reality and chances are you’ve worked with a few. They drive […]

By Anna Olejarczyk |June 2, 2012

9 min read