Jun 16, 2026 | Business, Leadership, Performance
One of the most respected phrases in our profession is trusted advisor. We all know trust matters. In many ways, it defines the quality of our relationships. But what is trust, really? Think about what happens when someone chooses to trust you. They are making...
Apr 16, 2022 | Business, Client Experience
Focused on Busy Whenever we get really busy with something important, we focus on that one thing and put everything else in the background. What have you put off that needs your attention now? One thing you are less aware of is your clients’ activities. You spent...
Apr 12, 2020 | Business, Client Experience, Performance, Personal Management
My Experience In an earlier day, before I knew better, I had an experience that I will never forget. It taught me that, instead of an advisor, I hired a technician. A gift of stock was given to me by an old, living relative. Being ever thankful, it was enough to...