The Season of Light

The Season of Light

The holiday season is awash in light. Cities and neighborhoods, businesses and homes are festooned with a brightness that, at least for these few weeks, pushes back the longer nights, punching holes in the darkness. For people of Christian faith, the season of Advent...
Holiday Reminder

Holiday Reminder

Thanksgiving, Black Friday, and Cyber Monday are all behind us. But then again, when Black Friday begins in early November, the shopping season seems more consuming now than ever! How do we maximize the next few weeks when engaging our clients? When I was active in...
Family, Stories, and Thanksgiving

Family, Stories, and Thanksgiving

An often-overlooked insight into a client’s financial perspective bubbles up when asking about the family’s history.  “Tell me about home; where you grew up, your parents, and a couple of warm memories from your family of origin.”  When you ask that question, notice...