The financial planning industry has focused on quality with all good intentions in recent years including quality advice delivery, fee disclosure, communication and education. While many initiatives have been successful, providing an overall higher quality outcome that has both benefited the client and the industries reputation significantly, long-term service continues to be the path to success.

Are your staff performance reviews a last-minute action? Are you rushing into a meeting with a staff member with a hurriedly refreshed review and a few notes?

What I bring to you today is extensive experience, knowledge and a sincere desire to help you achieve your personal or professional desires

Melinda Livingstone of 'Income Connection' recently shared her perspective on 'A Perfect Plan' and we thought it was worth sharing with you.