When advisor Robert Schein’s father died, his mother was thrust into taking care of the finances, which she knew little about. The experience inspired him to launch an organization dedicated to helping women take control of their financial lives.
Live in the moment, because each moment can be made supremely meaningful if we choose to do so.
While providing feedback to employees about their job performance is valuable, it’s much more important to use this opportunity to allow employees to feel supported and heard.
A conversation with Terry Cook of Parcion Private Wealth, Lori Siegel of Centrix Wealth Partners and Michael Henley of Brandywine Oak Private Wealth.