From the category archives:

Clients

Two Things Small Business Owners Should Do Now

September 14, 2009
Photo by aussiegall

When you first opened your business, growth seemed inevitable, right? You found a recipe for success and you stuck to it. You advertised, you networked and you worked very hard to produce a quality product or service that people need. So why does it seem that while your efforts haven’t changed your business isn’t growing? [...]

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What Kind of Person Should be Your Trustee?

July 30, 2009
Photo by Joi

IIf you are a business owner, then you understand the importance of earning a client’s trust. They want a sense of your integrity and experience level. They want to know your motives are not just about making a buck and that you will look out for their best interests. When you create a Revocable Living [...]

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How to Choose a Financial Planner

June 30, 2009
Photo by nikitab

This Wall Street Journal online guide is well written and has lots of good advice anyone looking to hire a financial planner. Here is a direct quote from the guide’s main points: Look for a financial adviser who is a certified financial planner (CFP). They’re licensed and regulated, plus take mandatory classes on different aspects [...]

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