Success Stories - Against the Odds with Duncan and Brian Danelian - July, 2010

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Fixating on Technology more than People
 
In the era of the Blackberry, iPhone and other technical culprits, we often encounter advisory teams that have become extremely adept, and yet somewhat over-dependent, on these technologies and others like them. I am as guilty as anyone in this regard, but I do work on changing that reality.
 
People are [...]

Tax season is over; your clients are wondering what is going on with the markets while your thoughts might be on what is going on with potential changes to regulatory law. On top of this, your practice is facing challenges ranging from staffing and workflows to trying to provide a sense of stability in very [...]