The brief landed in my inbox with all the usual components—objectives, timelines, deliverables and a healthy budget. By all standard measures, it was a straightforward assignment. Yet, something felt ...

Twenty years ago, leading your financial advice with planning was innovative and set advisory businesses apart from the competition. But the industry has since caught up. Financial planning is now ...

When I'm not writing about specialty medical marketing or recording episodes of the Ailm Practice Education Series, I like to explore ideas that spark personal and professional growth. These musings ...