In this week’s Gaining Altitude, Dan Richards, CEO, Client Insights, discusses the keys for demonstrating your value to clients in a post CRM2 world. He highlights common pitfalls in communicating value and explains what you must avoid.
Richardson Wealth launched a flexible program earlier this year to fund internal succession plans
Every job posting must answer three main questions
Firms should focus on retention as well as recruitment
Realizing the person you want to take over your practice isn't qualified can be a dramatic moment. How should you handle it?
Position grows to $2 trillion, up $166.6 billion in Q4
Sterling co-founders join MNP as partners
Solid market returns drove household net worth to almost $17.5 trillion
Kids learn about earning, spending, saving and borrowing
aHR0cHM6Ly93d3cuaW52ZXN0bWVudGV4ZWN1dGl2ZS5jb20vYnVpbGRpbmcteW91ci1idXNpbmVzcy9wcmFjdGljZS1tYW5hZ2VtZW50L2NvbnZleS15b3VyLXZhbHVlLWluLWEtY29tcGVsbGluZy1mYXNoaW9uLw(U2NyZWVuSGVpZ2h0)NzIw(U2NyZWVuV2lkdGg)MTI4MA(T0ZTWVNfUmVmZXJyZXI)(dmlzaXRvcktleQ)cE1CUk9JVEE(dmlzaXRLZXk)aFZFYVE0WE0){kind=small}