If you want a more meaningful practice, one that appeals to the next generation of clients, it would behoove you to steer clear of these overused phrases.
Deepen client relationships and differentiate yourself by incorporating philanthropy into your practice. This 18-page guide will help you turn your clients’ appreciated illiquid assets into tax-smart charitable contributions.
The Wells Fargo CEO shouldn't be getting a bonus; he should be removed from his post, said Congresswoman Maxine Waters, chairwoman of the House Committee on Financial Services.
'The Money Doctor' and his firm claimed 'to be a vehicle of God’s peace and comfort to as many people as possible, helping first with their financial peace of mind.'
