Greensboro: "We've culled our book, but I still find myself getting bogged down with clients that are below my firewall -- I'm most effective as a rainmaker, not dealing with smaller clients," explained Joseph during a break at our Rainmaker...
Phoenix: "I have never once--not once during my 12-year career--ever really committed to the performance targets I set in my annual business plan," confessed Nathan. "It's even more frustrating because I'm the advisor on the team that loves...
If you were starting from scratch with a reasonable budget to create a complex of software and quick Internet references for assisting with an efficient trusts-and-estates practice, what should you include on your wish list?