0 visitor like this article | Viewed 3184 times | 0 comment
Summary: Passing off mundane tasks to technology frees up your valuable time to meet with more clients, build deeper (and perhaps multigenerational) relationships and even grow your book of business that may have once seemed at capacity.
0 visitor like this article | Viewed 3031 times | 0 comment
Summary: The full report brings together information on how you behave in the workplace and why to give you a powerful sense of your strengths and value to an organization. The assessments can improve your interactions with the people around you, and allow you to maximize your skills of communicating, decision making, and getting to agreement with others. The report will also help you understand how other people may be perceiving you.
0 visitor like this article | Viewed 3061 times | 0 comment
Summary: Before starting a job as a financial planning associate last month, Alesstrah Love, 27, worked as a scientist for a pharmaceutical company. She ran tests on new drugs in a laboratory, but found that the work didn't fit her personality.
0 visitor like this article | Viewed 2814 times | 0 comment
Summary: It’s projected that there will be a $30 trillion wealth transfer in North America alone peaking between 2031 and 2045, when 10% of total wealth will transfer hands every five years, according to an 2015 Accenture study. With that in mind, OppenheimerFunds commissioned a two-year study, The Generations Project, to get a closer look at the differences between generations, in knowledge, investment product choices and what they expect from investment advisors. The results were released in mid-June.
0 visitor like this article | Viewed 3211 times | 0 comment
Summary: Partnership Resource co-founder Tanya Rapacz walks Michael Kitces through the ups and downs of a successful partnership, as well as how to write a "Partnership Constitution" that formally spells out for all partners how decisions will be made collectively.
