Louis writes article for Legal Intelligencer on importance of succession planning for retiring lawyers - December 21, 2015
> Practice Management
Health Care Reform - Key Points
Possibilities Insights for Businesses & Individuals - Conversation with Emily Hofer - January 2016
Path to Success: A Guide for Mentors and Protégés
Path to Success: Investing in Your Career by Helping Others
Planning for business transition - December 1, 2015
Restructuring Advisory Services - Healthy companies evolve with the markets
What We Have Learned Know and Hold Dear
How to Evaluate your Investment Advisor
Terms: You Can’t Always Get What You Want - (But it doesn’t hurt to ask)
Establishing a Growth Engine through Marketing and Business Development
10 Ways To Communicate Effectively With Millennial Investors Article
Plan, Diversify, and Differentiate: Three Strategies of High-Performing Advisors
The Tech-Savvy Advisor
Engaging Wives: How to Drive Greater Growth with Married Clients
Sudden Decision Makers: Empowering Women in Transition
Your Guide to the Fidelity Financial Compatibility Quiz
Women on the Move in Bank Brokerage Article - Amanda Smith, SVP at National Financial
Getting To Yes: Small Changes That May Spark Big Results Article
FINRA Reports on Effective Practices for Digital Investment Advice Article