When your client is grieving the death of someone significant, how do you distinguish between normal deep grief and a situation where they need professional help? It is important first to understand that the majority of people navigate their way through grief without major dysfunctions. But tha...

Throughout the year, we share our insights and expertise in a variety of ways from teaching at conferences to writing for industry publications to offering our Master Classes.

No matter their age, it is always tragic for a child when a parent or other significant person dies. It is particularly difficult because so few people know how to accompany a grieving child, and so few of their peers have any experience or wisdom to draw on to help.

These are two recently publis...

When Clients Want More Than Your Financial Expertise

In this day and age, financial expertise alone is insufficient to gain and retain clients. Clients expect more. They want you to understand their personal experience, and be equipped to walk them through whatever life throws at them.

Truth is, for ...