Have you ever been to a meeting that took more time than necessary? How can you make your meetings more productive while enhancing your client experience? How can you demonstrate value in your progress update meetings?  In working with Business Health and their client survey tool, Ray Henderson of Business Health in Australia suggests that […]

Are you a financial planner who believes in the potential for digital assets like cryptocurrencies to benefit your clients’ wealth-building strategies? If so, you may want to consider joining the PlannerDAO. In this article, we’ll explain what the PlannerDAO is, its unique governance structure, the professional designation it now oversees, and its growing online community […]