Taking stock of your strengths, weaknesses, opportunities and threats can help you fulfill your vision
To build confidence, rehearse often and check your equipment
“Tech neck” is becoming an epidemic, but there is relief
More clients are using their smartphones to find information online
Create a plan to help you meet the goals you set
Financial advisor Daniel Roy, a retirement specialist, uses the knowledge gained from his part-time activities in the Armed Forces and related education to keep an eye on global trends that could affect markets and investing trends
Taking stock of this year’s accomplishments can help you create a stronger plan for 2015
“Meet” your clients on your computer when you can’t meet in person
Understanding this critical service can result in a more efficient operation
Keep your staff members focused and organized