Client engagement

When your friend (and client) is losing money Fallback Image Decorative pattern

Planning and Advice

When your friend (and client) is losing money

Your neighbor’s now a client. World events rattle the markets and she’s getting anxious. If you borrowed her shovel and broke it, you’d feel a sense of responsibility. So what do you do when she’s losing money?

By Bryce Sanders |April 22, 2014

3 min read

Markets unsteady this year Fallback Image Decorative pattern

Industry

Markets unsteady this year

North American stocks gained last year, but volatility's on the horizon.

By Staff |April 21, 2014

1 min read

The ABCs of cash flow planning: P is for Procrastination Fallback Image Decorative pattern

Planning and Advice

The ABCs of cash flow planning: P is for Procrastination

Each week, we look at the ABCs of cash flow management. P is for Procrastination It’s common for people to put off challenging tasks. So your clients may procrastinate when it comes to dealing with their cash flows. But you need to help them use time to their advantage. When helping a client, explain that […]

|April 21, 2014

2 min read

5 things successful people never say Fallback Image Decorative pattern

Planning and Advice

5 things successful people never say

The difference between mediocrity and success can be a positive attitude.

By Staff |April 21, 2014

1 min read