July/August 2009

Best Practices From Top Planners and Experts
By Carly Schulaka
Learn how top planners are dealing with the tough economy.

Go Beyond the Bear Market
By Daniel C. Finley
Seven strategies for building a successful business today.

5 Myths That Can Ruin Your Business Transition
By Sam Hull, CFP^®, RLP^®, and Andrea White, MCC
Don't let these things turn your business transition into a disaster.

Women Entrepreneurs Offer Ways to Thrive
By NAWBO Publications
Discover opportunities to adapt and move into new niches.

Independent Contractor or Employee?
By Mary Dunlap, CFP^®, and Debra M. Girvin
Guidance for making the best hiring decision.

Gather Your Clients for Community Conversations
By Elizabeth Jetton, CFP®
Why and how you should host simple gatherings.

Dust off Your Marketing Skills
By Kirk Hulett
How to prepare for a strong marketing push.

6 Strategies for Proactive Client Communications
By Jim Komoszewski
Build an effective communication plan with minimal effort.

Disaster Recovery Made Easier
By Ash Bhatnagar, CFP®
Competent solutions for this business-critical issue.

Pro Bono Planning Offers Rewards
By Vicki Van Horn, CFP®
Establishing a nonprofit can be an exacting process.

Practice Management Solutions Archive