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Authored Articles
Advisor in the Mirror - Advisor Today (NAIFA). CLICK HERE to download
The Psychology of Exit Planning
® - Life Insurance Selling; New York Family Business Center. CLICK HERE to download
Trapped in the
Family Business ® - Family Business Wiki. CLICK HERE to download
Have you become your clients' therapist? When to provide support and when to decide enough is enough - NAPFA Advisor; Life Insurance Selling. CLICK HERE to download
Prisoner of the Family Business: Diagnosis & Treatment - University of Michigan Family Business Center Family Matters. CLICK HERE to download
Quoted
National Underwriter, Psychological Assessments Help Agents Grow Business. CLICK HERE to download
Associated Press, MSNBC, Maybe the boss doesn't hate you...or does.
Presentations
The Top 3 Hiring Mistakes (and how to avoid them) - Northampton Chamber of Commerce.
The Psychology of Exit Planning® - New York Family Business Center; Financial Advisor study groups and client events.
Using Psychological Assessments To Grow Your Business - Million Dollar Round Table (MDRT), Society for Financial Services Professionals - Boston chapter (SFSP), National Association of Insurance & Financial Advisors - Massachusetts chapter (NAIFA).
Behavioral Science & Your Clients: Understanding & Managing Uncertainty - MassMutual Financial Group.
Emotional Intelligence & Sales Results - Human Capital Institute.
Assessments in Business and Personal Coaching - NJ & CT chapters, International Coach Federation.
Assessments & Coaching/Advisory Services in Family Business Consulting - Owner Managed Business Institute (OMBI).