Changing the Conversation Part IV: Enhancing the Impact of your Client Discovery Conversation
Whether you are an advisor, coach a team of advisors or lead a division, the purpose of this brief article is to encourage you [...]
The Adoption of Planning in your Organization/Practice and “Atomic Habits”
If you haven't read Atomic Habits by James Cleary, pick it up (and a thank you to Joe Sicchitano, Head of Financial Planning at [...]
From Reactive Lending to Proactive Advice in Business Banking
Let’s face it, the entire financial services landscape has been changing in significant ways. While, in the past, financial services firms and banks were [...]