Hastily jotting down all the key points and then hoping you remember enough detail to fill in the rest afterward is not really the most reliable approach to notetaking. Unfortunately, it usually feels like the best you can do when you’re also working to maintain the flow of conversation and keep your client engaged throughout […]
A succession plan clearly defines who will take over the practice in the event that you can no longer be there. While most financial advisors know how risky it is to not have a succession plan in place for your practice, many put off the work of making one because the day-to-day of serving your […]
