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    3 Reasons Why You Should Document Client Meeting Notes

    Ever return to your office at the end of the day, take out your notes from the day’s meetings, and try to document the important details? How much information do you remember from the first meeting of the day?

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    Topics: client meeting notes for financial advisors, Documenting Meetings for advisors, General

    10 Mobile Apps to Keep Financial Advisors Ahead of the Game

    Whether it’s an iPad, Blackberry, Macbook, iPhone, or Android, just about everyone owns a digital device to maintain global connectedness and communicate with co-workers, family, and friends with the mere touch of a screen. “Having the world in the palm of your hand” used to be ...

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    Topics: apps for financial advisors, General

    How To Manage the Stresses of Working in Financial Planning

    Stress and anxiety are very common when you work in financial planning. As a result, here is a list of techniques that a person in financial planning can use to help manage their daily stresses and anxieties.

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    Topics: How-To, managing stress for financial advisors