Dear Bev, When is it appropriate to recuse ourselves from a nasty divorce situation between existing clients? We are in

Dear Bev, How do we improve our image in the market? We are not well known for what we do,

Dear Bev, Are we the only place where the soon-to-retire advisors struggle to communicate with the newer staff members? We

Dear Bev, We have hired three advisors younger than 35 years old, with the expectation they will help us to

Dear Bev, So, what do you tell an insurance-based planning organization that owns a mutual fund company, a broker-dealer and

Dear Bev, I am in my mid-50’s and run a fairly successful practice. For the last two years I have

Dear Bev, How can I help clients get a better idea of what they want to do with their retirement?