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 February 22, 2018
  • 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 August 14, 2018
  • 00:12

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

  • December 1, 2017 December 1, 2017
  • 00:50

Family meetings are important estate planning tools

  • September 21, 2017 December 18, 2017
  • 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 December 18, 2017
  • 23:45

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

  • April 23, 2017 January 19, 2018
  • 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 December 18, 2017
  • 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 December 18, 2017
  • 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 December 18, 2017
  • 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 December 18, 2017
  • 00:40