Month: July 2016

Is There a Better Way?

We’ve had to complete a number of request for proposals (RFPs) recently. The last one came in at over 50 pages when all the questions were appropriately answered. What if that Plan Sponsor went out to 6 companies for RFPs and all the RFPs were comparable in size…that’s...

What Do Fiduciary Designations Say About Your Practice?

In a recent interview with Financial-Planning.com, I was asked to share my thoughts on how adding additional professional designations can help boost an advisor practice. You can read the article here: http://www.financial-planning.com/news/can-an-additional-professional-designation-deliver-a-practice-upgrade Fiduciary designations show professionalism and dedication to lifetime learning. Designations combined with culture allow our firm...