Kim Poulin

Market differently to prospects and clients

Advisors market to two distinct audiences: clients and prospects. So you’ll need two sets of tactics.

By Kim Poulin |November 5, 2012

2 min read

People hate confrontation, but if they let issues simmer, they'll never be resolved.

By Kim Poulin |October 19, 2012

2 min read

Realizing capital gains for CCPCs before June 25

May 8, 2024|5 min read

March 20, 2024|5 min read

Realizing capital gains for CCPCs before June 25

May 8, 2024|5 min read

March 20, 2024|5 min read

May 7, 2024|4 min read

Finding your volatility sweet spot

March 7, 2024|4 min read

February 15, 2024|3 min read

December 20, 2023|3 min read

Beware of tainting GRE status

January 17, 2024|4 min read

October 26, 2023|4 min read