Practice

5 ways to get referrals

Getting good referrals can be tricky, but is key to building your business. Richard Peterson, managing partner of MarketPsych, says the referral process can be broken down into five categories.

June 12, 2012

2 min read

How divorce impacts the will

Divorcing spouses must revisit their wills, beneficiaries and Powers of Attorney as soon as they’ve decided to separate.

By Melissa Shin |June 12, 2012

1 min read

Emotional client? Consider hiring help

Investing always involves emotion. As an advisor, you’re not only dealing with people’s money, but also their hopes and dreams.

June 11, 2012

1 min read

Lunchtime Takeaway: The cost of bad decisions

We’re committed to making your practice better, so all this month, we’re delivering you a daily takeaway.

By Staff |June 11, 2012

1 min read