Planning and Advice

How your spouse can help you prospect

It’s your job to find and retain clients, but your spouse may come across opportunities to help. Does he or she know what do?

By Bryce Sanders |April 28, 2014

3 min read

5 ways to help snowbirds pick retirement communities

Picking a retirement community will determine your clients’ qualities of life for the rest of their years.

By Staff |April 25, 2014

1 min read

Add alpha by rebalancing

Sticking to buying and holding robs investors of alpha.

By Melissa Shin |April 24, 2014

1 min read

How to build a business model

The type of business you run says a lot about who you are as an advisor. This is something we carefully considered when starting our firm. So to develop a business model, ask these questions.

By Craig White and Grant White |April 23, 2014

3 min read