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You can learn a lot about your performance from your clients. Regular client advisory board meetings offer an effective way to get feedback you can use to strengthen your services.
A terminal diagnosis put life’s greatest lessons into focus for KPMG CEO Eugene O’Kelly. In the memoir of his last few months, he shares his final realizations about how best to spend our precious time and energy while still here on Earth.
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The Discovery Meeting Workshop: Transform Your Discovery Process
September 8–9, 2025
Social Security and Medicare Workshop
With Elaine Floyd, CFP®
September 15–18, 2025
The AI-Powered Financial Advisor
Begins September 18, 2025