Preparing Next-Gen Planners for Succession Starts with this Phrase
30th August 2019
In my latest at Financial Planning Magazine, I discuss how to transfer the mantle of trust to the next generation. It starts with setting the
In my latest at Financial Planning Magazine, I discuss how to transfer the mantle of trust to the next generation. It starts with setting the
What do you do if you try to bring up worries about aging with your parents and you are met with silence? In my latest
At Forbes.com I discuss the failure of Congress to improve the shoe-string budget with which community health centers are forced to operate. These centers provide
Health care in the U.S. is a mess. In Financial Planning Magazine, I share a primer on what your clients need to know in today’s
This year, Life Planning Partners, Inc. has reached capacity and is no longer taking new clients. Why did we make this decision? In this article
In this article in Financial Planning Magazine, I discuss the importance of developing good communications skills and present the SPIKES protocol used in medicine as
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