Ross Levin

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All You Can’t Leave Behind

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Clients’ legacy can’t be controlled, but their impact can.

Culture Is Greater Than Life Balance

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Spelling out a firm’s culture helps employees determine if they are a good fit.

Money Won’t Always Follow What You Love

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Here’s what a good day looks like to a planner with the right priorities.

What Icelandic Hitchhikers Taught Me About Advice And Life

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Opening your mind to different people and ideas can help with your practice.

When Life Changes, Plans Must Follow

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Sometimes planning needs to be more improvisational and geared to client emotions.

Don’t Let Success Interfere With Your Work

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Doing high-quality work for clients means taking time to understand them.

Whose Risk Is It Anyway?

by Ross Levin

Models can be changed so clients can spend more earlier.

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