How to lower cost? Focus on quality first
By David SaltzmanIf you really want to lower cost, you need to focus on quality. Listen to the weekly podcast on how to achieve it!
October 27, 2014
Obscenity rules: Swear to resistTransparency is vital. But some gestures and words are better left unexpressed.
October 27, 2014
Helping Retirees Dodge the Medicare Income-Based SurchargeYou can alter a clients investments to generate income that is excluded from Medicares income calculation, but the time to plan is now.
October 27, 2014
How to Start Your Own RIA FirmThe business and legal considerations to address before starting your own advisory firm.
October 27, 2014
Can Financial Planning Be Profitable?Heres how I make sure Im at least covering my costs, and my time, in creating a new plan.
October 24, 2014
A lesson on stress and wellnessWhile some might experience more stress than others, we should all be able to find healthy ways to manage it.
October 24, 2014
A lesson on stress and wellnessWhile some might experience more stress than others, we should all be able to find healthy ways to manage it.
October 24, 2014
A 5-Step Process to Utilize Your Existing Technology: Adoption & SummaryBuy-in and adoption of both new and existing technologies starts from the top and radiates from there.
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