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  1. George Hartman
    here are some universal considerations that apply to succession planning, regardless of the size of the firm. But planning your departure from the top position at a larger organization poses some special challenges
  2. Olivia Glauberzon
    Having a messy desk not only affects the perception of your practice among established and prospective clients, it also affects your mood and productivity, as scientific research reveals. Here are some tips on how to keep your workspace clean
  3. Megan Harman
    Clients often do not fully understand the negative implications of cancelling a life insurance policy. It is your role as an advisor to ensure there is a conversation that lays out the consequences - and the alternatives
  4. Brian Lewis
    Marilyn deRooy-Pearson works with financial advisors and their business-owner clients to help them through the tax, succession, estate and financial planning challenges that are unique to that market
  5. Dan Richards
    Developing new business requires that you demonstrate clearly differentiated value. And you must set aside time - on both a daily and a weekly basis - to focus on new clients
  6. Dwarka Lakhan
  7. George Hartman
    Statistics tell us that most entrepreneurs are grossly unprepared for leaving businesses that they have founded. Some say it's harder to leave a company than to start one
  8. Dwarka Lakhan
    Internal staff meetings have a bad reputation for wasting time and failing to get things done. Here are some tips on how you can turn your firm's meetings into effective planning tools
  9. Danny Bradbury
    The Internet is crawling with nasty, destructive software designed to infect, steal and destroy. If you collect sensitive financial data, you may be at high risk for attack. Learn how to protect your team - and your clients
  10. Geoff Kirbyson
    What if - heaven forbid - you were to die suddenly? Would your practice, your clients and your family be left in the lurch?