Phoenix: "I think it's time that we focus on growing the practice" stated Mark. "We do a great job for our clients, we have good policies and procedures, and last year we focused on upgrading and transitioning our clients to where we were truly...
Phoenix: "I think it's time that we focus on growing the practice" stated Mark. "We do a great job for our clients, we have good policies and procedures, and last year we focused on upgrading and transitioning our clients to where we were truly...
Reps say their clients don't want insurance but their clients say they do. If you want to hold onto these clients, you might want to consider their insurance needs more carefully
whether you are leading a wealth-management team or are a sole practitioner should not be the determining factor in deciding if you should target the affluent.
One of the most financially attractive exit strategies for the owner of a closely held business is to sell his company stock to an employee stock ownership plan (ESOP). An ESOP-assisted buyout can serve as a successful business succession plan...