David Baxter

Displaying 3 results
YOUR PRACTICE PRACTICE MANAGEMENT DEC 12, 2016
How advisers can connect with what's most important in clients' lives

Life stage transitions trigger newfound needs and create rare windows of opportunity to engage and win over customers.

Help clients before they become the family bank
RETIREMENT RETIREMENT PLANNING JUN 23, 2015
Help clients before they become the family bank

Develop a strategy to navigate family financial dynamics and protect retirement savings.

RETIREMENT RETIREMENT PLANNING MAR 27, 2015
Help clients navigate new landscape

Continued work - sometimes in a new field - is becoming the norm and requires planning