There’s a big difference between a counselor and a salesman. This became evident to me [...]
In recent weeks I’ve encountered calls from clients who, unbeknownst to me, took on the [...]
When a new client first visits with me to update their estate plan, it isn’t unusual for them [...]
Some time ago I discussed the concept of VUCA (volatile, uncertain, complex and ambiguous), and [...]
I often begin my initial consultations with a simple question. “What do we hope to accomplish today?” I intend [...]
A few years ago, New York Times columnist David Brooks wrote about two different sets [...]
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