Michelle Patey

Decorative pattern

Planning and Advice

Develop a partner-based business model

You’ve decided to moveto a partner-based model. What now? List the desired skills and areas of expertise you’re looking to bring into your practice. While this will ultimately serve as a checklist in your quest, it will also indicate if you should be seeking one partner or several.

By Michelle Patey |August 4, 2011

6 min read

Decorative pattern

Income solutions for everyone

The divide used to be fairly clear: Equities for the young ’uns, income solutions for retired folks. The mere mention of the word “dividend” to a pre-retiree sitting across your desk might have drawn stares.

By Michelle Patey |February 8, 2011

10 min read

Decorative pattern

Planning and Advice

Income solutions for everyone

The divide used to be fairly clear: Equities for the young ’uns, income solutions for retired folks. The mere mention of the word “dividend” to a pre-retiree sitting across your desk might have drawn stares.

By Michelle Patey |January 1, 2011

10 min read

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