Dwarka Lakhan

Financial Planning

Retaining assets through the wealth transfer

June 21, 2016 Dwarka Lakhan
Top taxfilers see incomes rise
Financial Planning

Help clients understand the benefits of permanent insurance

June 20, 2016 Dwarka Lakhan
Insurers experiencing big drop in sales this year
Practice Management

Courting centres of influence

June 17, 2016 Dwarka Lakhan
Courting centres of influence
Financial Planning

Dispel the recency bias

June 16, 2016 Dwarka Lakhan
Practice Management

What is the lifetime value of your clients?

June 15, 2016 Dwarka Lakhan
IAP calls on regulators to eliminate embedded compensation
Practice Management

Stuck in a rut? These tips can help you get out

June 14, 2016 Dwarka Lakhan
Practice Management

Five keys to retaining top clients

June 13, 2016 Dwarka Lakhan
Sales & Marketing

Deliver compelling content

June 10, 2016 Dwarka Lakhan
Lifecos have work to do on their websites, Forrester’s study finds
Practice Management

Preparing your practice for succession

June 9, 2016 Dwarka Lakhan
Practice Management

How to increase your share of wallet

June 8, 2016 Dwarka Lakhan
Practice Management

Succession planning: Are you emotionally prepared?

June 7, 2016 Dwarka Lakhan
Working with grieving clients
Client Communications

Make discovery an ongoing process

June 6, 2016 Dwarka Lakhan
Advice needed on retirement income strategies, report finds