Blog
Touchpoints to lead you on the path.
Feeling Isolated? Know your Clients Intimately, While still in Your PJ Bottoms
By now, most of us have tried to hold a Zoom or a GoToMeeting remote meeting to engage with clients, transact business, bond with friends or check on parents or…
Better Client Input ~ Better Client Outcomes
As a longtime financial planner and wealth manager, I can testify that ascertaining and truly understanding my client’s vision for their lives, their values and their heart felt goals is…