About the author: Martha Collins Associate quality assurance analyst Martha works in the development department testing Advicent products to ensure the software is user-friendly and error-free for its partners.
7 tips for young clients who want to travel As a newly married couple, my husband and I have heard the same piece of advice from many older couples: “Travel more.” However, planning a trip can be very intimidating financially, which is probably why those couples chose not to travel as much. Read More
Seeing yourself through your client's eyes: The value of a self-aware advisor By nature, people want to be known, understood, and appreciated by those with whom they interact. You, as their financial advisor, are no exception to this desire Read More