We want to make change an accessible and manageable topic; one that is not driven by fear or resistance. We want our readers to realize that planning for and leveraging expected and unexpected change is both a process and a skill.
The title Zoom Out is meant to describe the ability to disengage from the immediate and expedient, from the specific and tactical. By zooming out to a broader, more strategic vantage point, we are able to reset our focus, fine-tune our direction, and better prepare for and manage change.
Is there such a thing as the perfect client advisory team? I would define the perfect team as the right people in the right place at the right time. The perfect team to help a client family address fraud in … Continue reading
by Michael T. Hartley, CFP - CEO DKE Inc
