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Entries in the Source (27)

Monday
Sep242012

Validating the integrity of your retirement plan

 A prospective client recently came to Mercer Advisors for an analysis of what he believed was a well-constructed and comprehensive financial/retirement plan. He still had a number of questions pertaining to his timing, lifestyle and payout options, was planning to retire in the near future, and had been assured by his employer’s in-house financial planning team that he could do so easily, and without worry.

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Monday
Jul232012

Online Patient Portal Increases Communication

Reprinted from the July 2012 WSDA News · Pictured: Kristin Leavitt of Sesame Communications

By leveraging online technologies like an online patient portal, your practice can elevate the patient experience and quality of care, while effectively staying in touch with them at all the crucial moments in their lifecycle with the practice.

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Thursday
Jul052012

WSDA Unveils New Business Resource Center

Have you checked out The Source yet? After years of brainstorming and preparation, our members only business resource center- a brainchild of a WSDA board meeting two years ago- is ready for its big reveal.

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