Author: Melissa Dolber-Grappone

Can We Trust Too Much?

There are downsides to trust, especially too much trust. Trust can lead us to see what we want to see—a form of confirmation bias—that can adversely affect our judgment. Trust is the grease that lubricates both business and personal relationships.

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Sponsoring a Client Appreciation Event

Client appreciation events serve multiple purposes. They act as an expression of gratitude to clients for entrusting their financial futures to an advisor, strengthen the bonds between the advisor and client, and they can be an effective way to convert a prospect into a client.

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Keeping Children Intellectually Engaged Over Summer Break

It’s a myth that the summer break is an anachronism of our agrarian roots. In fact, the summer break, created by 19th century reformers to standardize the school calendar, is rooted in pre-air conditioned urban schools, which made the summer months the most sensible period for taking a break. What is a not a myth, however, is the “summer slide” in academics … and studies show this.

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