What do you say when someone asks you to describe what you do as a financial adviser? Hint: if you say you help clients manage their finances, you’re not wrong, but you’re missing about a fourth of your job description. [...]
A staff member’s departure from your team can be sad, good, messy, and downright awkward. What exactly do you have the bakery write on the cake? “Goodbye”?” “Good Luck”? [...]
How do you get financial information to make sense to people who aren’t necessarily numbers-minded? How do you become known as the advisor who helps complicated things make sense without making people feel stupid or overwhelmed? And how do you use this to grow your business? It turns out a [...]
