

Kyle Walters, CFP, CPWA, CIMA, is a partner at
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Having a well-polished digital presence is now a must-have. Learn more about the changing face of referrals and why you might be inadvertently repelling them.
October 8 -
You didn’t like that old job much anyway.
September 17 -
There’s never been a better time to build client relationships.
September 10 -
Even though everyone is using Zoom, it’s amazing how few people have actually spent time learning how to use it effectively. There’s no excuse for that.
August 27 -
When it comes to working from home, people’s thoughts automatically turn to Zoom. But there’s another game-changing tool that’s rapidly gaining traction in the telework arena.
August 20 -
Dress like a professional wherever you work.
August 7 -
Your clients don’t want to have to pick up the phone and wait four days for an answer.
July 7 -
Less than two hours a week can take your practice to the next level. Look what happens when you apply the 80/20 rule to the 80/20 rule.
June 18 -
Just as air travel was never the same after 9/11 and lending was never the same after the 2008 financial crisis, working in an office setting will never be the same post-pandemic.
May 26 -
Do you have someone on your team who’s not flourishing and developing?
May 21
