I’ve been writing a series of articles about best practices for wealth managers. In this article, I’d like to share another valuable idea that I’ve seen transform client relationships for the ...

I have a confession: I’m not a big mind map guy. I know Federico uses a mind map for his iOS review each year, and lots of other people love visualizing their thoughts that way too, but mind maps have ...

What if the way you’ve been taking notes is actually holding you back? In a world where information is abundant but true understanding feels elusive, traditional note-taking might be your biggest ...

I’ve said this many times before and I’ll say it again: Problems are opportunities in disguise! When most people think about problems, they picture a cluster of negativity that will eventually bury ...

Lately I've been accused of "obsessing" about a pesky financial problem. Not a gigantic problem, but a source of ongoing irritation and minor conflict. At any rate, this financial quandary got into my ...