Dwarka Lakhan

Financial Planning

Why you should discuss long-term care costs with clients

April 14, 2016 Dwarka Lakhan
Why you should discuss long-term care costs with clients
Practice Management

Make yourself indispensable to your clients

April 13, 2016 Dwarka Lakhan
Practice Management

Managing cybersecurity risks

April 11, 2016 Dwarka Lakhan
New York boosts cybersecurity
Client Communications

Engaging clients on their terms

April 8, 2016 Dwarka Lakhan
Are women really risk-averse?
Sales & Marketing

Using incentives to generate leads

April 7, 2016 Dwarka Lakhan
New tool aims to help firms promote advisors on Facebook
Client Communications

Secrets of “soft” skills

April 6, 2016 Dwarka Lakhan
OSC reviews RESP providers
Your Time

The subtle art of volunteering

April 5, 2016 Dwarka Lakhan
The subtle art of volunteering
Sales & Marketing

Minding your digital compliance

April 4, 2016 Dwarka Lakhan
OSC compliance reviews continue to reveal deficiencies
Financial Planning

Wealth-transfer speed bumps

April 1, 2016 Dwarka Lakhan
Advice needed on retirement income strategies, report finds
Sales & Marketing

Make your website accessible

March 31, 2016 Dwarka Lakhan
Lifecos have work to do on their websites, Forrester’s study finds
Your Time

How staying fit can improve your performance

March 30, 2016 Dwarka Lakhan
Practice Management

Segment your clients based on demographics

March 29, 2016 Dwarka Lakhan
Segment your clients based on demographics