Practice

Why prepay the funeral? Fallback Image Decorative pattern

Estate Planning

Why prepay the funeral?

Most advisors don’t know the cost of a funeral. “I’ve been doing this 14 years, and every financial person says a funeral costs $10,000,” says funeral director Kat Downey.

By Melissa Shin |July 3, 2012

2 min read

Lunchtime Takeaway: Client financial competence Fallback Image Decorative pattern

Planning and Advice

Lunchtime Takeaway: Client financial competence

We’re committed to making your practice better, so all this month, we’re delivering you a daily takeaway.

By Staff |June 29, 2012

1 min read

Are you a CE slacker? Fallback Image Decorative pattern

Industry

Are you a CE slacker?

People often attend events just to get CE credits or because they’re obligated to go. Why? Holmes-Winton suggests that session creators focus on providing credits rather than qualify or content.

|June 29, 2012

2 min read

Young clients get the deepest discounts Fallback Image Decorative pattern

Industry

Young clients get the deepest discounts

If you have young clients in your book, you’re not charging them enough. So finds a study by PriceMetrix, released today.

By Staff |June 28, 2012

2 min read