Planning and Advice

Don’t let life events derail clients’ plans

When clients experience serious health issues, relationship breakdowns or death of life partners, advisors play an important role in helping them through.

By Lisa MacColl |January 30, 2012

9 min read

How to use social media more effectively

To effectively leverage and maximize social media tools to grow business takes more than just a social media presence.

By Vikram Barhat |January 30, 2012

1 min read

A year for discipline

Time and time again, clients say their reason for seeking a new relationship is that they current advisor just wasn’t there for them in tough times. After the volatile latter half of 2011, this year represents a time to go hunting for new clients.

By Staff |January 26, 2012

2 min read

10 steps to achieve your goals in 2012

Call it the February Effect. We start the year off with a new set of business and personal goals but after that initial burst, it can be hard to stick to it to create meaningful, lasting change.

By April-Lynn Levitt |January 25, 2012

4 min read