Mitchell Molloy joins the firm as managing partner while David Szybunka has been named lead portfolio manager for Rayne Energy LP fund
Independence has both benefits and costs. Here are some factors to consider
Tie up loose ends beforehand and leave a go-to person in charge of your duties
Don’t be just an order taker; discuss overall strategy with your clients
Go beyond the standard questions and try to learn your client’s attitude toward money
From yoga to diet to a good night’s sleep, these handy tools promote healthy living
Tailor your pitch to the specific needs of the client and review your presentation beforehand
Use visual tools to tell your story and show the power of compounding
These applications, most of them free of charge, can make your business life easier by organizing and simplifying functions such as email, podcasts and note-taking
In the discovery process, you should demonstrate that you are making an effort to understand your client’s goals