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Tuesday, February 9, 2010
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The Practice Management CenterTools and insights to advance the business of advice.IN Practice Practical ways to improve your business - 30 days at a time
It is a very competitive market out there right now, with financial advisers offering a range of investment options and insurance products.
Recent studies have shown clients are considering moving assets or changing advisors. This month, we've been focused on rejuvenating your office and practice without breaking the bank.
Now is the time to identify client events and seminars for the year. Many advisers have told me they have fewer administrative staff members and lower budgets than in the past and are looking for new ideas for client events and seminars.
The benefits that financial advisers provide to a client going through a divorce start when that client first informs you of the wedding plans.
Wealthy individuals have been directing their donor-advised funds to contribute to Haiti relief efforts, and advisers are meeting with clients to help them set up long-term plans to aid the stricken ...
Women who have recently lost a spouse may confront many changes in their daily lives and need financial support and advice.
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