What unscripted theatre can teach you about dealing with clients and colleagues
Choose courses that are aligned with your business goals
Help your clients make the shift from accumulating wealth to living on their savings
Cleaning up your computer screen and organizing your files can improve your efficiency
Follow your passions and improve your standing in the community
The first step often is separating unrealistic dreams from attainable objectives
Inform your clients in advance and don’t try to do too much too soon upon your return
Navigating the social conventions of your clients can be challenging. You must do your homework and, when in doubt, follow your client’s lead
Not all prospective buyers start with a healthy practice and look for a roster of clients that suits their business
The key is finding a roster of clients that suits your business and showing that you are the right advisor to serve those clients