Client book

Segmenting your book to serve clients better Fallback Image Decorative pattern

Planning and Advice

Segmenting your book to serve clients better

Tips for prioritizing how you spend your valuable time

By Mark Burgess |December 2, 2019

4 min read

Build your book with your clients’ children Build your book with your clients’ children

Advisor's Edge

Build your book with your clients’ children

Invest in the next generation so they’ll invest with you

By Michelle Schriver |November 29, 2019

9 min read

Avoid the ho-ho-holiday card cliché Avoid the ho-ho-holiday card cliché

Advisor's Edge

Avoid the ho-ho-holiday card cliché

Etiquette for the holiday season

By Gil Martinez |November 29, 2019

2 min read

Client Confidential: Sharon Hartung Client Confidential: Sharon Hartung

Advisor's Edge

Client Confidential: Sharon Hartung

An author and entrepreneur looks at death in the digital age

By Susan Goldberg |November 29, 2019

3 min read