Author: Kimberly A. Branch, CFP®
Posted by Kimberly A. Branch, CFP® | Oct 31, 2017
Hiring a part-time employee or intern to assume your digital marketing responsibilities can accrue a number of benefits to your practice … a must-read blog post!
Posted by Kimberly A. Branch, CFP® | Sep 18, 2017
Watch this video to hear CEO Lon T. Dolber share his views on B/D consolidation; it is a subject matter for which he has a great deal of passion and something he believes, in the long run, is not good for anyone.
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
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