The lead sponsor of California’s bill is state Sen. Scott Wiener (D), who is running in a competitive primary to replace the ...

Mark Hughes, Co-Founder and CEO at Solidroad, is a repeat entrepreneur and go-to-market leader who has built his career at the intersection of sales, customer experience, and technology. He previously ...

The competition for high-net-worth clients has never been more intense. Wirehouse breakaways, digital wealth platforms, ...

My company doesn’t have a no-fraternization policy. In fact, many C-suite executives met their spouses at work. I’m the head ...

Your clients are already using AI for mental health support. How equipped do you feel to help them do it safely and ...

Some clients drain time, energy and morale, and the cost of keeping them often outweighs the revenue they bring. Prioritizing ...

Why how therapy ends matters as much as how it begins—goodbyes shape closure, growth, and what clients carry forward.

It can be hard for advisors to fully understand what clients and prospects truly want. The right questions can uncover not ...

By mastering these strategies, advisors move from someone just giving financial advice to someone clients can trust in their ...

At the outset of any client relationship, especially with business owners and families making long-term decisions, it becomes clear that engagement is often misunderstood. Too many equate it with ...

Difficult Dialogues: Community Conversations series (partnered with Colorado Chautauqua and their Voices at Chautauqua series). Airing of grievances: What are you mad as hell about and not going to ...

Share, email, print, bookmark SOURCE reports. NATICK, MA – April 7, 2026 – Doug Stone and Sheila Heen, the critically acclaimed authors of the bestselling book Difficult Conversations, will headline ...