Dwarka Lakhan

Practice Management

Best of 2016: Five keys to retaining top clients

December 23, 2016 Dwarka Lakhan
Practice Management

Best of 2016: Four survival strategies for new advisors

December 23, 2016 Dwarka Lakhan
Demographic changes are impacting the retirement landscape
Practice Management

Best of 2016: Justify your fees to your clients

December 23, 2016 Dwarka Lakhan
IAP calls on regulators to eliminate embedded compensation
Client Communications

Five steps to a productive conversation

December 16, 2016 Dwarka Lakhan
Advice needed on retirement income strategies, report finds
Practice Management

Five tips for wooing prospects

December 15, 2016 Dwarka Lakhan
Practice Management

Become a specialist in a niche

December 6, 2016 Dwarka Lakhan
Become a specialist in a niche
Practice Management

Four common mistakes to avoid

November 14, 2016 Dwarka Lakhan
Four common mistakes to avoid
Practice Management

How to duplicate your top clients

November 11, 2016 Dwarka Lakhan
Stack your book with ideal clients
Special Reports

Be cautious with DB plans

November 11, 2016 Dwarka Lakhan
Special Reports

Unlocking locked-in accounts

November 11, 2016 Dwarka Lakhan
Client Communications

Telling stories to win clients

November 10, 2016 Dwarka Lakhan
Telling stories to win clients
Financial Planning

Helping clients understand CI insurance

November 9, 2016 Dwarka Lakhan