Home Wendy Cuthbert

Staying connected to the office and your clients can boost your efficiency. But when technology enables work to encroach on your personal life, it's time to disconnect

  • February 15, 2018 November 9, 2019
  • 00:13

From CFP to CDFA, the designations on your business card can be confusing to your clients, but are important to your career. Here's a guide to some of the credentials that can boost your cred - and what it takes to get them

  • February 5, 2018 November 6, 2019
  • 00:12

Here are some steps you can take to raise the level of financial literacy among your clients

  • December 1, 2017 November 6, 2019
  • 00:50

Family meetings are important estate planning tools

  • September 21, 2017 November 6, 2019
  • 23:50

Al Jones used to work on a government farm teaching life skills to kids with big problems. Now, he's a financial advisor who advises clients on financial planning, insurance and investments - and the change in careers is not that big a stretch

  • August 24, 2017 November 6, 2019
  • 23:45

Given that ETFs are becoming more complex, advisors may want to hit the books to stay up to date

  • April 23, 2017 November 9, 2019
  • 23:05

Many baby-boomer parents are assisting their grown children financially by permitting them to move back home. These parents could be jeopardizing their own retirement plans

  • March 30, 2017 November 6, 2019
  • 23:40

Greg Walsh became a financial advisor after a successful stint as a restaurateur in Taiwan. An early brush with the investment industry showed him a side of this business he wanted to avoid

  • March 30, 2017 November 6, 2019
  • 23:40

Trevor Van Nest, formerly a financial services marketing executive, has found his niche as a fee-only financial planner. He strives to remove the emotional baggage from finances for his clients and to use compassion

  • March 1, 2017 November 6, 2019
  • 00:45

Although some older clients may be early adopters of new technology, many seniors struggle to grasp the new devices and modes of communication. Here are some ways to help them get comfortable - and stay safe -in a digital world

  • February 15, 2017 November 9, 2019
  • 00:40