To make it easier for you to prepare materials for clients, we’ve developed this text for a slideshow about which elements go into an investment portfolio – and why. The slides are designed to help ...

A strong presentation bridges the gap between a creative’s vision and a client’s perception. And, the right presentation can mean the difference between a client’s buy-in and the outright dismissal of ...

Partnering with local libraries to bring financial education to interested people in her area has been a successful route to prospective clients for Darla Main, of Main Advisory, inc. in McMurray, ...