Real Estate & Financial Planning
In this article, we will focus on the different forms of real estate ownership and how it can become complicated in the area of Financial Planning.
Financial Consultant Must-Know: Real Estate – An Overview
An overview of a series of articles gathered & tailored for financial consultants to learn about real estate and how it is related to financial planning.
Don’t Overlook The Importance of Succession Planning for Your Medical Practice
A detailed succession plan, crafted in advance and with the advice of a financial planner can help preserve and enhance the value of the practice for medical practitioners, as well as reduce unnecessary legal and financial issues that can arise during transition of ownership.
Not all gloom and doom for SMEs: Protect Your Business!
Summit Planners has a comprehensive suite of business protection solutions to help you ensure the success and continuity of the hard-earned fruits of your labour.
Traits of a successful financial planner
In a competitive market like today, one of the best ways to differentiate yourself as a financial planner is work on your traits that help to develop strong relationships, grow your professional network and be future-ready.