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Roget’s Thesaurus categorizes the terms “marketing” and “selling” as synonyms. For those of us providing [...]
As an estate planning national practice development expert, I’m frequently asked “How much should I [...]
It’s often the little things that matter. A few years ago, I lost a client [...]
Remember when your kids were little and one of the first words they learned to [...]
The income and wealth inequality political movement has been growing for quite some time, coming [...]
As an estate-planning professional, how do you package your services so that your clients can [...]
Quid pro quo. If I refer a client to you, should I have a corresponding [...]
Retirees constitute a large percentage of our estate or financial planning clientele, yet saving for [...]
