8 Step PortfolioCenter Tune-up

8 Step PortfolioCenter Tune-up

Take advantage of the slower summer months to give your PortfolioCenter database a tune-up. Keeping the details streamlined not only makes your daily tasks more efficient, it reduces the likelihood of hitting speed bumps during the quarter-end rush.  Here’s a...
Help! I’m losing clients.  Is that normal?

Help! I’m losing clients. Is that normal?

If you’re losing clients like you’ve never lost before, you may be part of a trend I’ve observed.  I’ve seen more client drops among my managers in 2015 than in the last 5 years combined.  Even my managers with a near perfect client retention...