The golden rule of an effective communication strategy is to simplify the way you talk to clients and go into each meeting with a set purpose and intention. Your job when communicating with clients is ...

Talking to your clients about the upcoming election does not mean you should talk about politics or predict the outcome. It means talking to them about how the election might affect their finances.

After completing the often-arduous tasks of researching nearby therapists, setting up consults, and choosing a clinician who seems like a good fit, first-time therapy clients may suddenly find ...

Meagan is a former Series 7 financial advisor and current writer focused on blending straightforward information with a dose of humor on topics including equity investments, insurance products, and ...