There’s little doubt that a robust employee benefits plan is essential when recruiting top talent to small and mid-sized law firms.

In some cases, it’s easy to go online, answer a few questions, and find the best deal on insurance within minutes. This is particularly true of home and auto insurance where policies tend to have a lot of similarities.

For rainmakers in today’s altered universe, the job remains the same — continue to nurture existing relationships while attracting new clients.

After settling on an advisor you feel you can work with, it’s time for you to get down to the business of setting financial goals. 

This requires a whole new set of questions:

You shouldn’t be afraid to interview advisors before settling on someone you can work with.

Meghan Hicks, a Lawyers Financial Advisor in Kelowna, British Columbia, helps many female lawyers manage their finances and plan for the future. After more than a decade working with a wide variety of clients, she has some valuable advice to share.

Generosity is everywhere right now. Professionals, families, and businesses are raising money, donating their time, and finding new ways to uplift their communities. 

Cybercriminals thrive in a climate of distraction such as the current global pandemic.

Compressing expenses when income gets tight    

Our legal community is feeling the impact of the economic downturn in many ways, including job losses, layoffs and reduced revenues.