Archive for November 2015
10 Signs Your Client is at Risk of Leaving and 3 Ways to Prevent It
Anyone who has ever been in business has had the gut-wrenching experience of losing a client. Sometimes we see it coming: the client has expressed some level of dissatisfaction or we simply “felt” it was a poor fit. While devastating, at least we’ve had some warning signs, and we can resolve to do better next…
Read MoreWomen don’t care how much you know about investing
There are lots of web sites advising women how to go about finding a financial advisor, not surprisingly, most are pretty consistent: Review the advisor’s qualifications and do a background check Ask about their track record and past performance Find out how they get paid Read the fine print/the company code of ethics Inquire what…
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