Archive for July, 2009

Just for Fun

Wednesday, July 22nd, 2009 Posted in Just For Fun | No Comments »

For all my avid gardening (and my never-ending attempts to grow a tasty tomato), sometimes Mother Nature just hands me a gift. Witness Exhibit A: our first squash blossom. The plants ... Read more..

Counseling Skills for Financial Professionals

Wednesday, July 22nd, 2009 Posted in Business, Communication, Professional Development | No Comments »

Prospective wealth managers, consider joining me at UC-Berkeley next year! I will be teaching in the wildly successful program on Wealth Management. The topic: Counseling Skills for Financial Professionals. Wealth ... Read more..

How to Prevent the Three Biggest Mistakes in Early Recovery

Monday, July 20th, 2009 Posted in Business, Communication, Management | No Comments »

As the recession shifts modes from "Oh, no, we're all going to die" to "a long trudge back," I see many businesses stabilizing. The majority of my clients are not in ... Read more..

Books, Inc. and the Financial Literacy Project

Wednesday, July 15th, 2009 Posted in Books, Business, Management, Professional Development | No Comments »

A special thanks to Books, Inc. and the Financial Literacy Project for inviting me to speak on July 12. My topic: Never Waste a Good Crisis. I shared the opportunity presented ... Read more..