In the January edition of Inside Information, Bob goes in depth on:
Notes from the FPA Conference: Takeaways: How to improve team cohesion in your office, planning for gray divorce (and recoupling), identifying wealth-building traits in prospects and clients, and connecting with client values.
Now that it’s possible to get a real return on cash, it’s time to consider two services that are the best at providing it. Takeaways: A number of banks are bidding for your clients’