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Results: 3

How to maximize your success by collaborating with a paraplanner

Catherine Gough, FPFS

Jun 12, 202411 min

How to maximize your success by collaborating with a paraplanner

Can hiring a paraplanner benefit both you and your clients? Gough explains a paraplanner’s responsibilities, how to effectively work with paraplanners and the advantages they can bring, including the potential for succession planning.

More than a number

Brent R. Kimball, CFP, ChFC; Katherine Kimball, BA; Jerry D. Semler, CLU; Catherine Gough, FPFS

Nov 1, 20225 min

More than a number

Celebrating its 20th anniversary, the MDRT Foundation’s Inner Circle Society expands beyond the basics of giving.
What gets measured gets included in the valuation

Catherine Gough, FPFS; Scott Leak, CFP; Robert McCullagh

Sep 1, 20226 min

What gets measured gets included in the valuation

Monitoring value in your practice isn’t just about adding the numbers.