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  • Home
  • About Us
    • Meredith Savage
    • David French
    • Advisory Board
  • Services
    • Strategic Partnerships
    • Candidates
    • Legal Recruiting
    • Wealth Management Recruiting
    • Succession Planning
  • News
    • Financial News
    • Legal News
  • Contact Us

Why Investors Should Consider the Scale of Sustainability

Posted on November 30, 2021
in Financial Articles
by David French

People around the world are increasingly concerned about sustainability. As such, investors need to keep it in mind as they make investments, as it strongly affects the future.    This trend is already well on its way, with 85% of those who invest individually showing an interest...

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Why You Should Promote Estate Planning to Your Clients

Posted on September 27, 2021
in Financial Articles
by David French

While estate planning may be the last thing on your client’s mind, there is no reason to delay it at all. Estate planning allows your client to plan how their assets will be distributed after they have passed away.    Additionally, a plan can be used to...

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