Candid advice that moves your practice forward can be well worth the cost
Good manners are about making people feel comfortable
Organize your inbox, unsubscribe … and other useful tips
An organized work space shows clients that you are in control
Studies suggest the ancient self-help practice can improve your attention span, enable faster processing of information and slow age-related shrinkage of the brain. It can also lower stress and improve your immune system
As the population ages, you will have more elderly clients
Female clients require time to build trust and make decisions
Whether married or living common-law, clients in same-sex relationships face financial planning challenges. Understanding the financial and legal issues, as well as the personal nuances, is key to providing value to these clients
“Women don’t want to be told not to worry their pretty little heads”