Tags » Compliance
Our conversation started with a client confession: “This is a %$&# boring topic and employees aren’t paying attention.” It was our first conversation with this particular company, but not the first time we had helped someone address the issue. 582 more words
The National List of Attorneys has partnered with Cornerstone Support to do a blog series on licensing. This is the third blog in that series. Cornerstone Support is a licensing service provider to the collection industry. 407 more words
What would a review of your emails show?
Americans over the age of 50 represent the world’s third largest economy. This will transform our nation over the coming decades and present financial advisors with a remarkable opportunity. 323 more words