Heading to the FPA Annual Conference in Minneapolis today. I will give a presentation Friday on “Difficult Client Conversations Around Enabling Adult Children.” The talk highlights the successful use of Financial Therapy to bring about successful outcomes...
This week I did a very quick trip to Seattle, WA, where I spoke on my client process at the annual symposium of the Puget Sound FPA. TD Ameritrade sponsored my talk, which was a first for both of us. I appreciated their sponsorship, as I know those in attendence...
