In the excitement of Mother’s and birthdays, I omitted to mark another important anniversary last...
virtual meetings
“Financial Planning in the Virtual Age”
I attended a Zoom meeting last week with 30-odd fellow financial advisers from around the country...
“Why pivoting to online meetings could damage your marketing”
Even in the periods between Lockdowns (Twockdown? LockdownLite?), I wasn’t comfortable going to...
“The reason Zoom calls drain your energy”
I have a client who’s been officially working from home for a big US corporation for some years....