Bank Investment Consultant November 2015

The majority of small businesses fail. In recent years, more fail than launch every year. But some entrepreneurs soar to new heights, and helping guide them can be a lucrative niche for advisors.

A careful merger of exuberance and realism fuels success for clients.

Creating the right playbook and calling the plays are key to your client's success.

Banks are working quietly behind the scenes to determine whether they should take the exemption that will allow them to charge commissions on retirement business.

Keep your reputation intact, and your clients on track, by telling them to expect modest stock returns in the future.