Men and Retirement: A New Approach
One way advisors can help HNW men find meaning when they retire is by helping them see the power of estate planning. Read More
Is Financial Advising An Art Or A Science?
Financial advisors are experts on complex retirement products, abstruse tax laws and countless other rules and regulations. But success also requires the subtler skills of handling clients and their emotional and familial baggage. In this article for Financial Advisor, Kimberly weighs in on which matters more: the practical knowledge or the softer, interpersonal finesse? The […]
Is your investment philosophy mantra media-ready?
Can you capture your investment philosophy in a short phrase? In this article for Financial Planning, Kimberly discusses having your investment message honed and ready to take advantage of any media time you get. Read More