2023 Playbook Series #3, Session #1: Getting to Yes - The Art of Conversation and Client Conversion

2023 Playbook Series #2, Session #2: Honing in - How Doubling Down on Serving a Specific Niche Can Multiply Results

June 2023 Issue: NAPFA and the History of Financial Planning: From Salesperson to True Advisor

NAPFA Nation Episode #04: Deliberate Action: Bridging the Gap for Women in the Financial Planning Profession with Katie Burke and Bridget Grimes

November 2022 Issue: Incorporating Tax Preparation or Tax Planning into Your Practice: the Good, the Bad, the Ugly

Master Class #3: Custom Content, Session #1: The What

July 2022 Issue: The Case for Advice-Only Financial Planning

January 2021 Issue: 10 Myths of Hourly Fees for Financial Planning

July 2021 Issue: The Biological Imperative of Financial Planning

January 2022 Issue: Taking the Direct Route into Fee-Only Financial Planning