Once you’ve narrowed your financial planner search to three candidates, you’ll want to arrange a little face time. A simple half-hour interview can be very revealing. Not only will you find out ...

There are two types of client interviews. There are financial planning interviews with existing accounting clients, and then there are conversations with new financial planning prospects who are not ...

At first glance, Mon Chao looks like your friendly next door neighbour who is fresh out of college and just starting out in his career. That is, until you learn that the fresh faced 27 year old is a ...