Anyone been recruited by GLC Group? Can you describe the process, questions, anything specific they're looking for? I'm speaking with a senior recruiter on Tuesday afternoon and I'd like to be a little ahead of the curve. Thanks.
A traditional advisor/client relationship may exist in your practice today—you meet with your client, provide guidance, answer questions and plan for their future. But, what happens when your clients leave your office?...More
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A charitable lead trust (CLT) is a valuable estate-planning tool that may be overlooked in crafting a client's estate plan. When clients are charitably inclined but want to balance philanthropic goals with a desire to provide for their family, a CLT is the perfect tool to consider....More