Archives - November 2018

15
Nov

FAR/DFAR – How to save time and automate your compliance process: Webinar

FAR/DFAR – How to save time and automate your compliance process: Webinar: Slide Deck & Recording  This webinar is now over. We held it on Thursday November 15th, 2018. And here is the original webinar description   If you’re a contracts or proposal manager for US federal programs, FAR and DFAR will be of vital …

8
Nov

Advisors, talk to your clients

Advisors, talk to your clients From The Globe and Mail with Dianne Maley Published: November 8, 2018 Original Post: https://www.theglobeandmail.com/investing/globe-advisor/advisor-news/article-advisors-talk-to-your-clients/ If you’ve been an advisor for some time, this probably has happened to you: Without a word of warning, a good client whom you thought was satisfied submits a dreaded “request to transfer” form. “I …