Make your functions more engaging without losing sight of business objectives
Most financial advisors are not particularly good at managing their own finances
Trolling for new clients can be expensive; effective client retention strategies can lead to referrals
Take the approach that best represents what’s important to you, no matter the cause you’re supporting
Raising funds for a good cause could possibly generate attention for you and your practice
Being an effective listener is key to learning what clients want out of their lives
How to reduce spending without sacrificing employee morale
Your clients will judge you by the work space you keep
Once you’ve ensured the moniker fits, use it everywhere
Avoid acronyms and find a name that will resonate 15 years from now