Life insurance is often thought of as something you buy to protect loved ones in the event of your death. Viewed through this lens, the premiums you pay seem more like an expense than an investment.

There’s a text message that no lawyer or office manager wants to receive. The one that came to Cecile’s personal phone at 7:00 a.m. said simply,

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.