by Steven J. Anderson, Total Patient Service My oldest daughter and her new husband just purchased their first washer and dryer. As expected, they...
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It Begins at Hello – Ep. 191
CWA
July 24, 2024
From the first phone call a client makes to your business to the first time they walk through the doors, how they are welcomed can
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by
CWA
•
July 6, 2015
If you’re concerned about your fees being too high, or not high enough, you’re not alone. CWA Financial Planner Regan Stephenson shares answers to...
< 1 MIN READ
![](https://www.cainwatters.com/digitalblogs/wp-content/uploads/sites/2/2015/09/Option4.103405a.jpg)
by
CWA
•
July 6, 2015
You know the story. On December 11, 2008, the investment world was rocked by the arrest of notorious broker and investment advisor Bernie Madoff. In...
3 MIN READ
![](https://www.cainwatters.com/digitalblogs/wp-content/uploads/sites/2/2015/09/Fraud.093559a.jpg)
by
CWA
•
July 6, 2015
Certified Fraud Examiner Bryant Truitt, has seen it all. As founder and CEO of Brytan and Associates, a Texas-based firm specializing in internal healthcare practice...
3 MIN READ
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by
CWA
•
July 6, 2015
NOW AVAILABLE FOR DOWNLOAD CWA ORTHODONTIC PRACTICE COMPARISON REPORT–2014 Edition • Informative compilation of practice management and performance data allowing you to evaluate how your...
< 1 MIN READ
![](https://www.cainwatters.com/digitalblogs/wp-content/uploads/sites/2/2015/09/PONZI.094330a.jpg)
by
CWA
•
July 6, 2015
In the 1920s, Charles Ponzi tricked thousands of New England residents into investing in a postage stamp speculation scheme. The annual interest rate for bank...
< 1 MIN READ
![](https://www.cainwatters.com/digitalblogs/wp-content/uploads/sites/2/2015/09/FinancialFirstResponderEDIT.112839a.jpg)
by
CWA
•
June 8, 2015
Know what your financial institution is doing to ensure you’re protected if your personal financial information is compromised. Last month, the Internal Revenue Service...
3 MIN READ
![](https://www.cainwatters.com/digitalblogs/wp-content/uploads/sites/2/2015/09/MEMBER.120158a.jpg)
by
CWA
•
June 8, 2015
How Best New Patients’ Members-only Model is Reshaping Dental Practice Marketing and Carving Out New Savings to Boot. Buying Power: Words that consumers equate to...
4 MIN READ
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by
CWA
•
June 8, 2015
The field of behavioral finance has grown in leaps in bounds over the past several years and the psychology of risk-taking has helped investors better...
2 MIN READ
![](https://www.cainwatters.com/digitalblogs/wp-content/uploads/sites/2/2015/08/WHATSYOURSTORY.104427a.jpg)
by
CWA
•
June 8, 2015
CWA Video Series: CWA Managing Partner Dan Wicker on building lifelong connections with your customers. Part 3 of 3 Part 2 ...
< 1 MIN READ
![](https://www.cainwatters.com/digitalblogs/wp-content/uploads/sites/2/2015/08/VideoHaag.103948a.jpg)
by
CWA
•
June 8, 2015
Assess your risk tolerance and choose investment strategies that best suit your temperament. Haag Sherman, CEO of Tectonic Advisors, LLC, explains how to do it.
< 1 MIN READ
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