How to improve your out-of-office messages

The point of a vacation auto-reply is to let the receiver know exactly how to proceed in your absence

By Todd Humber | August 14, 2023

4 min read

Are high rates affecting the market for books of business?

Any impact of higher borrowing costs is subtle, as many factors can determine the value of a practice

By Todd Humber | August 9, 2023

4 min read

Tips for leading an advisory team

Leaders need to build a sense of community on their teams and ensure members feel valued

By Todd Humber | August 3, 2023

3 min read

Break the bias: improve how you work with women clients

Wednesday, March 9, 2022 at 1:00 pm ET

Thanks to longstanding and deep-seated stereotypes, women clients are often thought of as lesser investors than their male counterparts, despite research demonstrating otherwise.

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