Katie Kuehner-Hebert
Katie Kuehner-Hebert is a freelance writer in Running Springs, Calif. She has contributed to American Banker, Risk & Insurance and Human Resource Executive.
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Free up time for new clients by focusing on these productivity and efficiency measures.
July 13 -
Free up time for new clients by focusing on these productivity and efficiency measures.
July 13 -
Improved client service, more revenue and deeper knowledge are all benefits.
July 1 -
Improved client service, more revenue and deeper knowledge are all benefits.
July 1 -
Consider a client’s overall return as well as risk parameters.
June 26 -
These options can outperform under the right circumstances
June 17 -
New flavors in a portfolio can help juice returns, but beware of the risks.
June 10 -
The practice can seem counterintuitive to clients. Here’s how to break through their resistance.
June 2 -
Working life can end abruptly and advisers must be ready to offer guidance.
May 31 -
Working life can end abruptly and advisers must be ready to offer guidance.
May 31 -
The best way to cut the tax bill is to pull from a variety of income sources.
May 31 -
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Suggesting the rule of thumb of cutting expenses by 30% may not go over well.
May 31 -
The best way to cut the tax bill is to pull from a variety of income sources.
May 31 -
Use fund clones or computer-simulated models to emulate the Buffetts of the world.
May 1 -
Just one investment can provide access to low volatility, high dividends and great returns.
April 12 -
Here are strategies for getting the biggest bang for the buck with these investments.
April 3 -
Do it first and do it right, or another firm may poach your people.
March 4 -
Benefits abound when you hire people with chops in special areas
March 4 -
Advisory firm mergers and acquisitions can be fraught with danger, so proceed with caution and keep these goals in mind.
March 1
