A financial arrangement in which a person avoids possible conflict of interest by transferring financial affairs to a fiduciary who has sole asset management discretion. The person establishing the trust also gives up the right to information regarding the assets.
Buying power. We all have it. Love to use it. It’s what credit cards, ATMs, and now the internet has created. We love that rush of decision-making power"Yes!" People love to ... [ more... ]
If you feel any reluctance or awkwardness about asking for referrals, it's critical you re-frame your perspective. Asking for referrals is actually another aspect of how you serve your clients. The... [ more... ]