Monthly Archives: June 2010
How to Set the Expectations of Your Advisors
Setting expectations among members of your advisory board is critical. Formalizing the roles & responsibilities in a statement or letter is recommended. Continue reading
Is Your Graduate Prepared to Manage Their College Debt?
Today’s college graduate faces a large amount of debt. Here is a book that helps them successfully manage the load through payoff. Continue reading
Posted in Community Service, Financial Intelligence
Tagged Debt, Financial Intelligence, Financial Literacy
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Ten Signs Your Client Needs an Advisory Board
As professional service providers we all strive to develop a “trusted advisor” relationship with our clients. A term coined by the guru to professional service firms, David H Maister in the book titled The Trusted Advisor. I have found as … Continue reading
