According to a recent survey by D.A. Davidson, only one-third of American adults have an estate plan, and only a fraction of those with a plan in place have updated it in the last five years. Reasons ...

Difficult conversations about performance should not be the norm for any business, but sometimes they are unavoidable. Here’s how to navigate them successfully. Tackling difficult conversations with ...

If your client doesn’t have an estate plan, the state could have one for them. Read how you can help them take control, ...

Have you ever found yourself in a situation where you need to have a difficult conversation but you don't know where to start? Well, you are not alone. Starting a difficult conversation is one of the ...

In theory, business professionals know the importance of establishing and maintaining good communication with clients. In practice, however, the excitement of talking business can make it so easy for ...

In the wealth management industry, we often discuss clients’ desires to feel understood – not just in terms of financial goals, but personal ones, too. Increasingly, this means aligning investments ...

As lawyers, many of us tend to avoid difficult conversations. Although by nature, we are professional communicators — arguing a case in court, negotiating a business deal, and advising clients are ...

Most practice management experts agree that the best advisor-client relationships are based on trust. If that exists, a client or prospective client is less likely to place importance on what would ...

Here’s a practical, no-fluff guide for founders who need to sell but don’t see themselves as “salespeople.” Founders need to shift their mindset and focus on solving rather than selling. They can do ...

Guest columnist Judy Bartel is the chief clinical officer for Hospice of the Western Reserve. Discussing hospice care with a loved one is one of life’s most delicate and emotional conversations. For ...