Jul 01, 2009

Move this to the top of your to-do list: Call clients to arrange a digital audit so that together you can plan for all their passwords, online accounts and digital property

Charities in Distress

Jul 01, 2009

In times of economic hardship, non-profit organizations confront issues that are unique to their status.

Got Stretch-Out?

Jul 01, 2009

When a trust is to be the recipient of retirement plan assets and you want it to benefit from stretch-out, you're going to need to qualify that trust as a “see-through trust.”

The C Client Time Suck

Jul 01, 2009

After last year's market slump, clients need more attention than ever, but not all clients are worth it. Today, many advisors are reevaluating their books of business and letting go of “C” clients for the first time.

Staying Afloat

Jul 01, 2009

Creative ways to bring in new business in a tough market.

Twittering To The Top

Jul 01, 2009

Social networking sites like LinkedIn, Facebook and Twitter can be great business builders for financial advisors. You just have to be smart about it.