Let’s imagine a typical private foundation (PF) started by successful businesspeople to make charitable contributions each year to a small constellation of nonprofits in their community. Fast-forward ...

Starting a coaching engagement with a new client can be both exciting and challenging. As a coach, it is important for you to establish a productive conversation and build a strong relationship with ...

That’s the number one question Dr. Carolyn McClanahan, an M.D. and CFP, is interested in hearing a client answer, as the response will help her chart a financial plan that increases the client’s ...

In recent years, advisors have discussed charitable planning with clients more frequently than ever before. The Covid pandemic has caused many wealthy clients to increase their giving, as charities ...

When a new client expresses an ambition to transition from middle management to a coveted C-suite role, it’s essential for a coach to gain a comprehensive understanding of their aspirations, strengths ...

When the coronavirus broke out in early 2020, working from home became the new normal for many people. Suddenly it became possible to work remotely and live just about anywhere. At the same time, some ...

This article was promised to those who attended the FP Canada 2025 virtual conference, where I talked about how planners and advisors will want to rethink their approach when servicing the next ...

Asking good questions is an essential skill to building trust with the people you serve and advise. Here are seven questions I’ve found, through hundreds of conversations, to be especially useful at ...

The Annual Enrollment Period is the time of year when licensed agents and brokers in the Medicare space receive the most questions from existing and potential clients. From Oct. 15 to Dec. 7, tens of ...

Dear Tammy: Is there a list of questions I should ask my clients when they're interested in traveling to a certain location? Or can I just wing it? Tammy: In order for you to completely understand all ...

AI such as ChatGPT is changing the world as we know it. As a practitioner, can it help you better serve your clients, support your staff, and prepare you and your practice for the future? Let’s first ...