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  1. Special Feature

    How not to get sued

    Dan Richards
    Ellen Bessner, partner, Babin Bessner Spry LLP, speaks with host Dan Richards about the most common reasons advisors get sued and how to steer clear of lawsuit risks
  2. Beatrice Paez
    Independence has both benefits and costs. Here are some factors to consider
  3. Beatrice Paez
    Tie up loose ends beforehand and leave a go-to person in charge of your duties
  4. Beatrice Paez
    Mentoring and education programs can help women reintegrate into the profession
  5. Beatrice Paez
    Get team members to work in pairs and discourage multi-tasking
  6. Beatrice Paez
    Older advisors can connect with young mentors to learn about communicating with millennial clients
  7. Dwarka Lakhan
    Engage your team with the goal-setting process and offer performance incentives
  8. Beatrice Paez
    Check your firm’s policy and follow a formal process. And don’t be afraid to say no
  9. Beatrice Paez
    Charitable efforts can help engage your staff members and your clients — while doing good
  10. Beatrice Paez
    Motivate your team by rallying them around a common purpose