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Feeling Isolated? Know your Clients Intimately, While still in Your PJ Bottoms

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…

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Better Client Input ~ Better Client Outcomes

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…

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