It seems Finra is getting closer to requiring advisers with transition packages exceeding $100,000 to disclose the compensation to their clients. After working with thousands of reps over the years, I ...

We’ve all gotten so accustomed to immediate results that anything but can seem like a flop, especially in service industries like PR. Here’s why pursuing long lead times is just as important as ...

Preparing your client for mediation can ensure that the mediation process is productive and not a frustrating, anxiety-producing event. While settlement is always preferable, it is not the only ...