Articles in "2018 March":

Change Your Clock. Clean Your Closet. Check in on Your Clients' Finances.

  John Diehl     Tue Mar 20 14:15:00 EDT 2018 

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Turning our clocks forward each year, while it may take some of us longer than others to adjust to that lost hour, can feel like a new beginning. As we slowly move out of our winter hibernations and begin to take advantage of our longer days, we may be asking ourselves what they can do with our newfound time and energy. Before your clients’ calendars quickly fill up, as they inevitably do, take this opportunity to start a conversation on something we all understand: spring cleaning.

Celebrating the Female Financial Advisor

  Jill T. Slomski     Wed Mar 07 16:00:00 EST 2018 

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When I ask female financial advisors why they love their careers, the answer is always, “I love helping people and making a difference in their lives.”  That’s not a statement that you might expect from someone in this industry.  Usually, the world of investing is focused on return, numbers, or transactions.  For the female financial advisor, it’s all about the relationship.