Advisor to Client

Should you open a franchise? Fallback Image Decorative pattern

Financial Planning

Should you open a franchise?

Many would-be business owners opt to go with a franchise due to the name recognition and reputation.

By Lisa MacColl |April 29, 2014

3 min read

Protect yourself when traveling abroad Fallback Image Decorative pattern

Risk Management

Protect yourself when traveling abroad

Kidnapping for ransom is a billion-dollar business. Before you or your employees go abroad, protect yourselves.

April 28, 2014

2 min read

The quantified cash flow plan Fallback Image Decorative pattern

Financial Planning

The quantified cash flow plan

Forget traditional financial planning. For easily quantifiable results that keep you motivated, develop a cashflow plan.

April 28, 2014

2 min read

Conversation starter – Protect yourself when traveling abroad Fallback Image Decorative pattern

Risk Management

Conversation starter – Protect yourself when traveling abroad

Ask your clients, “Do you travel much for business?”

April 28, 2014

1 min read