While a growing number of clients retain multiple homes, there are many ways to stay in touch
Rosemary McCracken's third Pat Tierney mystery delivers an entertaining read with familiar themes: Muddled estates, messy records and the value of sharp questions
Client conversations are going to change. Get in front of the process by being prepared
Recording and documenting conversations with clients helps to ensure you understand each other
These apps can guide you toward inner peace
They’re short, to-the-point and effective — if you start with a great script
You can prevent or minimize conflict by holding family meetings and taking the heat for unpopular decisions
You can be more successful if you approach the process as two parties seeking an agreement rather than as a conflict
Compliance officers are there to ensure you and your firm stay out of trouble. Here are some tips on how to help them do that
Although some sources of stress are just beyond your control, there are steps you can take to curb your overall stress levels