Author: Kimberly A. Branch, CFP®
Posted by Kimberly A. Branch, CFP® | Sep 6, 2017
A written client service menu can have important business purposes. It can act as a discipline to guide consistent service delivery to clients. Read this post to learn how to write a personal client services menu for your practice or to justify your fees.Read More
Posted by Kimberly A. Branch, CFP® | Aug 15, 2017
When it comes to communicating with the public on social media, it’s not just politics and religion that are best avoided. What else should you think about avoiding?Read More
Posted by Kimberly A. Branch, CFP® | May 18, 2017
The rich and famous may have access to the best advice, but this is no guarantee against bad estate planning and a poorly-written will. They can make the same mistakes as anyone and, because of their wealth, the cost of these mistakes is higher.