Category: Practice Management

Year-end Financial Planning Checklist

With the calendar year-end fast approaching, it’s time for investment professionals to begin reminding clients of some important financial planning actions they may want to consider before the opportunities are lost.

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The Case for Going Paperless

Electronic delivery—or going paperless—of monthly statements and other related account documents to clients is not only environmentally friendly, but it represents a higher level of client service through quicker delivery, easier record storage, increased security and the ability to view from anywhere.

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