Find about issues such as corporate culture and the way your book will be valuated
Reduce distractions and tackle one task at a time
Top performers are optimistic and know when to recharge
Keep yourself visible and adopt an open posture
When older clients decide to untie the knot, you can provide impartial, money-saving advice
If you have established a rapport with both spouses, you can provide assistance to the widow
Having lunch with colleagues or doing some exercise during your midday break can lead to significant benefits
Many clients’ savings and retirement plans are hampered by their adult kids
This year's Financial Planning Week will focus on educating clients, as well as on promoting comprehensive standards for the practice
Expand your knowledge by sharing challenges and successes with other advisors