Make risk the focal point of your year-end reviews; have a frank discussion about retirement; adopt new technologies that maximize your time; satisfy your yearning for learning; and may auld acquaintances become younger."Ted LeClair, senior vice president of Natixis’ client solutions group. |
10 New Year's Resolutions from Advisors
Diana Britton | weathmanagement.com, January 2014
Read the article online >Summary:WealthManagement.com asked advisors to submit their resolutions for 2014. Some are business-related, some personal. Some of them may even provide inspiration that you can use for your own practice.
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Make risk the focal point of your year-end reviews; have a frank discussion about retirement; adopt new technologies that maximize your time; satisfy your yearning for learning; and may auld acquaintances become younger."
