Gathering client data upfront is a critical, but often unnecessarily difficult, first step of any financial advisor-client relationship. Too often, wealth management firms still rely on spreadsheets, ...

It’s an amazing world. With the press of a button, we can gain access to all sorts of interesting, useful information. Take the satellite photos Google now offers. They’re amazing. (To check them out, ...

Here are three sample data gathering tools used by Brainerd Lakes Surgery Center in Baxter, Minn., and provided by Sandy Berreth, administrator of the ASC and a AAAHC surveyor. The first tool is for ...