5 ways to make your practice more effective
By Katherine VessenesSome surprising do's and don'ts that can help you treat your firm like a business, not a practice.
November 11, 2015
Thank you for your service, SupermanOn Veterans' Day, we recognized 21.8 million living veterans of the U.S. armed forces. I want to recognize one who is no longer with us.
November 11, 2015
The new "gig" deal for financial repsFreelancers and contract workers are more likely than ever to end up on your list of clients and prospects.
November 11, 2015
The new "gig" deal for financial repsFreelancers and contract workers are more likely than ever to end up on your list of clients and prospects.
November 11, 2015
Power to the patients!Does the smartphone have the power to transform the way health care is practiced?
November 11, 2015
Power to the patients!Does the smartphone have the power to transform the way health care is practiced?
November 10, 2015
About That Roth Conversion Cure: Watch the Side EffectClients may understand the tax benefits of a Roth conversion, but not how the resulting higher income can lead to an increase in Medicare premiums.
November 10, 2015
Caveat Empty: Most Clients Don’t Understand the Brokerage BusinessThe principle of caveat emptor went out the window when brokers started using the moniker advisor to evade the 40 Act standard.
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