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Dallas: “I know our team’s not really efficient in how we work,” Jan began as we walked to the lunch line, “We do a really good job for our clients and, I think I know what you’re going to tell me, but it&rsquo...
Few people know that since the 1960s, Nashville has been the second-largest music production center (after New York) in the U.S. But the true heart of Nashville lies in the “honky tonk.&rdquo...
Every financial planner will face clients who develop some mental incapacity during their relationship. As we age with our clients, we will deal with this issue with more frequency. I'd like to offer both a medical and a financial planning...
Wealthmanagement.com's annual compensation survey found that one in three advisors work on a team, sharing clients and revenues, compared to the 47 percent of advisors going it alone. About 20 percent say they fall somewhere in the middle, workin...
I recently had an advisor tell me that after exploring all his options, he had decided to hire another advisor to grow his practice rather than expand by changing affiliations or merging with another firm...
