Client engagement

Help clients start the year right

“At the beginning of the year, people want to make a fresh start,” says Stephen Ciccone, a professor at the University of New Hampshire’s Whittemore School of Business and Economics.

By Brynna Leslie |January 15, 2013

3 min read

Industry

U.S. clients’ tax bill claim dismissed

Seems the client isn’t always right when it comes to regulatory matters.

By Wire services |January 14, 2013

1 min read

Industry

10 ways to build on your success

Young advisors have to overcome countless challenges to effectively build their businesses. But the hard work doesn’t end there; as any veteran knows, an advisor has to work even harder to maintain their momentum and success.

January 11, 2013

2 min read

Life

Calculating a 14-month trend

When dealing with insurance renewals, you’ll have to explain a 14-month trend to your client.

By Vikram Barhat |January 10, 2013

2 min read

Help couples avoid arguments

You’re advising a new couple and neither person is following your recommendations, straining your relationship—and probably theirs. You’ve spoken primarily with one spouse, but you suspect the partner is undermining your advice when they’re together at home. How do you handle it? By learning what’s important to each person.

January 3, 2013

3 min read

Client engagement

Help clients start the year right

U.S. clients’ tax bill claim dismissed

10 ways to build on your success

Calculating a 14-month trend

Don’t put your health on the backburner

Help couples avoid arguments

Small business confidence holds steady

Debt repayment tops 2013 resolution lists

3 ways to demonstrate sincerity

5 year-end business tips