More than a mission statement, less than a resumé, your story shows prospects how you can help them
There are quite a few ways to help clients understand that shifting to fee-based payments is in their best interest
Although the process can be difficult, working with a defined set of clients can help your practice in the long run
There are some unique and challenging ways to get to the prospective client; but it may take some time
Financial First Aid could serve as a great gift for clients and encourage them to become more engaged