Goal-setting increases therapeutic engagement, reinforces collaboration, and creates some structure for therapy. Initial therapy goals do not need to be specific; usually, broad goals are enough to ...

Goal setting is the foundation of any successful career, providing a focal point for prioritizing tasks and giving structure to both our professional and personal lives. This fact underpins all the ...

Cristina Livadary’s journey from the Philippines to the US shaped her philosophy on money management, inspiring her to create ventures that reflect her personal experiences and values. Now, as CEO and ...

Why do employers choose to offer voluntary benefits? Is it to aid in recruitment, drive well-being, or something else altogether? Whether voluntary programs drive retention of employees is certainly a ...

As we have traversed from Universal Google Analytics to Google Analytics 4, many of us have been painstakingly transitioning tracking metrics to adhere to our new way of data analysis. On the bright ...

Learn how financial advisors can manage client expectations, mitigate frustrations, and build trust through education, ...

As the end of the year approaches, it’s easy for our clients to become distracted by the events of the last year rather than looking ahead to the possibilities the new year could bring. To help ...

Almost all advisors want to bring on at least five new clients next year and most aim much higher, according to a new survey by ByAllAccounts. At the same time, most feel their marketing techniques ...

No matter how well-crafted a client’s financial plan may be, there are some things that can’t be controlled—most notably, returns. This lack of control around returns may be troubling, given how ...

As someone who has had the honor of working with thousands of salespeople and entrepreneurs over the years, I’ve witnessed firsthand the transformative power of client-centered selling. It’s not just ...