January marks the one time each year that people make resolutions to change their daily routines for the better. New Year’s resolutions often relate to personal issues such as losing weight or ramping up exercise routines. But resolutions can also apply to your business life.If you decide to use the fresh start that the new […]
Do whatever it takes to help clients feel in control of their financial futureIn the last of a two-part series, Dan Richards looks at three more traits of the baby boomer generation that are critical considerations in planning for boomers’ retirement.
Not for nothing have baby boomers been called the “me generation”
Target high net-worth business owners who have sales exceeding $5 million
Don’t get lost in the shuffle. Add a personal touch to make an impact
E-mail has changed the way we communicate — yet it is underutilized
It may be difficult to end a client relationship, but sometimes everyone can benefit
A strong relationship with your client’s family is one way to ensure continuity
It’s OK to apply a little pressure — but not so much that you harm the relationship
This is the single most important lesson when it comes to referrals