Client engagement

More ways rich prospects test you socially Fallback Image Decorative pattern

Industry

More ways rich prospects test you socially

If you’ve ever watched soap operas you know wealthy people aren’t strangers to intrigue, betrayal and personal agendas. They test people before bringing them into their orbit and passing is no easy task. Here are some examples.

By Bryce Sanders |July 8, 2013

3 min read

Talk finances over ice cream Fallback Image Decorative pattern

Industry

Talk finances over ice cream

Choose ice cream meet ups over coffee dates.

July 5, 2013

1 min read

How long does it take to sell a company? Fallback Image Decorative pattern

Estate Planning

How long does it take to sell a company?

One thing that surprises many advisors who ask for help with business owner clients is the amount of time it takes to sell a private company.

By Mark Groulx |July 3, 2013

3 min read

Prospecting on the golf course Fallback Image Decorative pattern

Industry

Prospecting on the golf course

Everyone’s heard the expression, “Business gets done on the golf course.” But not everyone knows how to do it. Here are some examples of how to get it right.

By Bryce Sanders |July 2, 2013

3 min read