33%.
It’s not the percentage chance of leaving the office early on a Friday. Or winning a weeklong vacation to Barbados. Or even the Carolina Panthers getting a Super Bowl victory (but we can hope down here in North Carolina).
No, it’s the chance of getting your identity stolen if you’re an adult in the US.
“Shirtsleeves to shirtsleeves in three generations.” Wait. What? If you’re contemplating what that could mean, let me save you the inevitable Google search. It’s an old proverb that describes future generations’ inability…
Where do you start when you want to generate more referrals for your financial planning firm? Look to your current clients. Client retention is one of the most important parts of your…