From IRIS
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Summary: My personal experience with an executive coach changed my life. That is a powerful statement, I know. But it is sincere. I am truly overjoyed by the impact that partnering with an executive coach had on my life.
From Financial Advisor
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Summary: Regulation can be just as much a friend of the advisory industry as an enemy — as long as firms can keep an open dialogue with regulators and a steady eye on the future.
From Financial Planning
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Summary: As proud as you may be of your website, it’s probably not doing enough to differentiate your firm from your competition, says a marketing expert.
From ThinkAdvisor
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Summary: Certainly one of the most prevalent ways to thank your clientele for their business and promote new business opportunities for your practice is to host the ever-popular client appreciation event.
From Financial Planning
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Summary: While the reaction to the CFP Board's new proposed standards of conduct has been mostly positive, many commenters have expressed serious misgivings about the practical impact of the changes.
