When the markets are down, are you discussing investments and portfolios, or are you providing clients with a simplified report so they understand that adjustments can be made and they can still feel confident in their plan? How much do you think about the words that you use and the habits in your life? If you’re working in a family firm and will be transitioning a book of business, have you thought about what plans need to be discussed and put in place? Listen in as we recap this week’s highlights and action items.

Recommended Podcast

A Disturbance In The Force… [Episode 224]

Making exceptions an option, not the rule.

See More

The Real Deal on Investments, Bookkeeping, and Succession Planning

Investments, bookkeeping, and planning for success.

See More

Succe$$ion

Taking your own advice.

See More

Contact Us