by admin | Apr 19, 2016 | Uncategorized
The Chinese say, “the faintest ink is better than the best memory.” As every financial services business knows, file notes are everything. They provide the information that proves you know your client, forms the basis for recommendations, and documents phone...
by admin | Apr 6, 2016 | Uncategorized
As an adviser, it’s easy to get caught up in chasing down leads, interviewing clients and placing business. That’s where the money comes from and of course, we all have to eat. If you’re spending a lot of time with clients and the administration duties just leave you...
