Planning and Advice

Small clients, big opportunities

Let’s be honest. It’s more lucrative to chase wealthy prospects, but they aren’t the average advisor’s bread and butter. There are only so many affluent folks to go around, so you won’t grow your book if you keep waiting for millionaires.

By Suzanne Sharma |October 1, 2013

2 min read

Take staff on retreat

Making staff on retreat can provide learning and team-building opportunities. Plus, employees will feel rejuvenated after time away from the office, which can increase productivity levels.

By Stuart Foxman |October 1, 2013

3 min read

When spouse = business partner

Often, business partners will reach a level of comfort with each other after working together. But what happens when you open up shop with someone you already know well—your spouse?

By Suzanne Sharma |October 1, 2013

9 min read

Keep clients devoted

They want tax and estate help.

By Melissa Shin |October 1, 2013

5 min read