Columns

Be well-prepared for the loan process

August 24, 2015

Ed Poll Daily Record Newswire The time may come when your firm needs a temporary financial boost. A common occurrence, to be sure, but you won’t get something for nothing — certainly not from a bank. If you need a loan, you can expect the bank ...

Raising fees right: Phased approach eases the transition

August 24, 2015

It's time. You're going to take the plunge. You've decided to raise your fees. Obviously, higher fees and happy clients can be mutually exclusive. But there are tactics that can result in not only increased income, but also acceptance from clients. Your fee-raising ...

What does a hug cost?

August 24, 2015

By Marie E. Matyjaszek When I think of prison, I don’t think of sunshine, palm trees and sparkly baubles (my preferred daydream items). I toured a prison once, and even the weather cooperated for my general impression of living behind bars – stormy, ...

Anniversary stirs memories of Land of the Rising Sun

August 24, 2015

Forty years ago this week, with college diploma in hand, I journeyed to Japan for a job opportunity. Some family members wise-cracked that it was a belated payback for the Japanese attack on Pearl Harbor. I preferred to look at it in a different light, as ...

Recent development with retirement plans

August 24, 2015

By Philip Curtis There have been two significant developments affecting the operation of qualified retirement plans recently.  First, on April 14, the Department of Labor released its long-awaited proposed regulations (“DOL Regulations”) ...

The friendly habits of highly effective rainmakers

August 24, 2015

Edward Poll Dolan Media Newswires Effective rainmakers find out not only what clients or potential clients need, but also what they want. That requires finding out how clients best receive information and then providing it to them in a way that they find useful. Successful ...