Grant Shorten, Renaissance Investments
Connect to clients’ kids when helping with wealth transfers.
Category: Business Building
January 14, 2014
Advisors have four main types of clients.
January 7, 2014
Make sure you communicate effectively with every client.
August 21, 2013
Dynamic online marketing is crucial for advisors today.
July 31, 2013
An advisory practice is a complex machine, but without maintenance, it can fail.
March 14, 2013
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