Make a lasting impression on your prospective clients with our tips for a successful first meeting and ensure there’s always a second meeting.

I was going on four professional coffee dates and averaging one new client a week, and it’s thanks to these four guiding principles. I developed the habit of reviewing four intentions, which we called ...

Financial advisors who want clients and prospects to commit fully to the planning process need to secure buy-in from the very first meeting. Processing Content Consistent communication, showing up for ...

Philanthropy has always been more than a strategy for me – it’s been a passion since I was a child, raising money for causes long before I knew what a charitable remainder trust or donor-advised fund ...

Early in my CPA career, I fell into the trap many of us know too well: measuring success by email response times and completed checklists. It wasn't until a health crisis after my pregnancy that I ...