Practice

Own your clients’ debt Fallback Image Decorative pattern

Planning and Advice

Own your clients’ debt

75% of our best clients have debt and it doesn’t have to be this way but our clients need us to change.

|September 8, 2011

6 min read

Five ways clients can avoid property hassles Fallback Image Decorative pattern

Estate Planning

Five ways clients can avoid property hassles

Holding property jointly has long been called the “poor man’s will”—a way for a person to transfer wealth on death without spending the money to draw up proper documents. So, if a client is considering transferring property into joint ownership with a spouse or children, play devil’s advocate and explain the risks

By Barry Corbin |September 1, 2011

2 min read

Leveraging your time, partners Fallback Image Decorative pattern

Planning and Advice

Leveraging your time, partners

How to leverage your time and partners to get ahead.

By Tyrone Matheson |September 1, 2011

3 min read

How to keep clients’ data safe Fallback Image Decorative pattern

Planning and Advice

How to keep clients’ data safe

Here are two improvements you can implement at your practice, be it your own business or a 50-person shop, that will take less than an hour and cost less than $15 each quarter.

September 1, 2011

3 min read