Smiling businesswoman using smart phone in home office

Updating your Communication Strategy

August 23, 2017

Posted in blog, business building, people - Do you know how often your clients want to hear from you? It’s probably more than you think. Read More »

Diverse volunteers working in food bank distribution warehouse

The Many Faces of Philanthropy

May 11, 2017

Posted in blog, people - The goals are similar, but different generations give back in different ways. Read More »

Old Way or New Way

The four C’s that drive change

April 26, 2017

Posted in blog, business building, people - Explore the motivating factors behind switching broker/dealers. Read More »

Real estate agent showing different properties to the clients

Maximizing client engagement during a review

March 29, 2017

Posted in blog, business building - The client review has many benefits, but the key objective is ensuring that your clients are confident about achieving their goals. Read More »

Teamwork couple helping hand trust assistance silhouette in mountains, sunset. Team of climbers man and woman hiker, help each other on top of mountain, climbing assistance, beautiful sunset landscape in Himalayas Nepal

Is your practice a trusted brand?

March 21, 2017

Posted in blog, business building, marketing - The most important part of your relationships with your clients is trust. Read More »

Shot of business woman using a glass door to present a presentation to her colleagueshttp://

Standing as a strong leader

March 10, 2017

Posted in blog, people - For women in the workplace, highlighting your natural strengths is key Read More »


Welcome to Raymond James!

February 13, 2017

Posted in blog, business building, rj news - At one place, you'll find power, but not empowerment. At another, you'll find dedicated attention, but lackluster resources. At Raymond James you’ll find that the strength to do nearly anything is matched by the freedom to do it your way. Read More »

Female Runner jumping into the new Year 2017 and leaving 2016 behind.

Does your New Year Resolution set you up for success with your clients and business?

January 5, 2017

Posted in blog, business building - s a resolution, may we suggest focusing on character building and business growth as ways of bettering ourselves in the year ahead? Read More »

Gift box polygonal geometric figure.

Giving your clients a gift this holiday season

December 6, 2016

Posted in blog - Everyone likes receiving a gift, especially if it is a gesture of thanks for their patronage in the past year. What is gift giving etiquette? Read More »

Happy group of people hugging in a circle

The Family Holiday Huddle

November 17, 2016

Posted in blog, business building, people - Openly discussing important matters during the holiday season can bring your family closer. Read More »