Your client just had twins, now what?
Kelly advises balancing childcare costs, reviewing insurance, and weighing a stay-at-home parent’s impact to manage finances after having twins....
22
Jan
ADVISOR.CA Tag
14
Apr
The week from heck: Advisors stepped up to calm clients’ jangled nerves
Advisor.ca spoke with Kelly on how advisors can calm clients and build trust during market turmoil....
16
Jan
Another day, another dollar
Kelly Ho explains about how financial advisors can better manage client expectations and enhance their practice by focusing on personalized service and building deeper relationships....