In this third of a three-part series, our practice management team shares strategies for how to further nurture your relationship with clients. What are some key tactics you can use to deepen those relationships over time so that clients even become advocates of working with our firm? Keeping Clients on Track After you’ve completed the […]

As a business owner, it’s crucial for you to prioritize tasks to give you more time to spend with clients and to advance your practice. Here’s a simple approach to organize your efforts and maximize productivity. Consider categorizing your day-to-day tasks into four quadrants as defined by Steven Covey. Prioritize Important and Urgent Tasks Address […]

The insurance team is working with a client who purchased a whole life policy from a quality insurance company when he was 45 years old. The face value at purchase was slightly less than $1,300,000. Nineteen years later, the client has a little more than $562,000 in tax cost basis in the contract. He also has […]