Keeping moderate work hours and taking time off can make you more productive — and profitable
Get clutter under control, create a filing system and make the most of technology
Becoming a published author can boost your credibility and broaden your horizons, but it takes a big commitment
Make a list, identify priorities and block time; have an assistant book that client meeting you’ve been putting off
Sun Life vp advises focusing on older clients who are looking for all their financial planning under one roof
Firms will seek operational efficiency as their compliance costs and errors and omissions premiums increase
Webinar shows how going green can make good business sense
A well-organized office environment indicates you have things under control and conveys professionalism
New book uses case-study format and worksheets to guide you through the stages of your practice
More than a mission statement, less than a resumé, your story shows prospects how you can help them