July/August 2010

What's My Business Worth?
by Sam Hull, CFP®, ACC
What's it worth to someone else, and what's it worth to you?

Your Practice Is Coming Back ... What About You?
by Diane MacPhee, CFP®
At what price did persevering these tough times cost you?

4 Steps to Eliminating Excuses
by Daniel C. Finley
To reach the next level, admit that there is no time for excuses.

Easing the Transition to Independence
by Jeff Zabel
Consider your options and build a successful transition plan.

What You Don't Know Can Hurt You
by Kristen Luke
How to build, protect and defend your online reputation

Successfully Earn the Business of Women
by Andrew J. Sohn, ChFC®
Seven questions to expect when a woman interviews you as a prospective adviser.

Reaffirm Clients with Rediscovery
by Kirk Hulett
It's up to you to ensure that clients know they can trust you.

Generate Client Feedback
by Carly Schulaka
Success tips for using client surveys, focus groups and advisory councils.

Rewards That Keep Employees Engaged
by Mary Dunlap, CFP®
How much to reward, when to reward and what to document.

Cash in on Available Talent
by Sarah Peiker
Deconstruct recruiting myths and optimize the talent pool.

Are You Getting the Most From Your Financial Planning Software?
by Rebecca King
Increase productivity, boost revenue and promote more effective client service.