When they take their own path, we should try to help them go forward with the least amount of damage.
A character from a famous romantic comedy helps us unravel what’s real and what’s not in financial advice.
Clients’ legacy can’t be controlled, but their impact can.
Spelling out a firm’s culture helps employees determine if they are a good fit.
Here’s what a good day looks like to a planner with the right priorities.
Opening your mind to different people and ideas can help with your practice.
Sometimes planning needs to be more improvisational and geared to client emotions.
Doing high-quality work for clients means taking time to understand them.
Models can be changed so clients can spend more earlier.
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