Trust doesn’t pass down with the money
You’ve worked with a client for 15 years. You know how she thinks about risk, what keeps her up at night and which grandchild she worries about most. Recently, the...
Tag Archives: EDGE
Feel less overwhelmed: Saying yes on your terms
Sometimes life is hectic. So, when others make requests and need you to do things, particularly clients, it can feel overwhelming. Most of the time it behooves us to say yes,...
