4 Key Client Service Tasks We Get Done in the Summer

RELATED CONTENT

4 Recent Innovations Modernizing Our Practice

Successful advisors are always looking for new ways to run the practice and serve clients better. From a system that seamlessly generates referrals to tech that makes meeting preparation more efficient, this veteran advisor shares the innovations that are keeping her practice up with the times—and keeping her clients smiling.

9 Key Questions (and 11 Charts) You’ll Be Hearing at Mid-Year Reviews

There are certain questions on every investor’s mind as we roll into the second half of the year, from what to make of the first-half rebound to concerns about recession or the fate of bonds. Here is a guide discussing these hot topics—and data to inform the conversation.