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What if you could decode a client’s financial behavior before the first meeting? Nina Hajjar has done just that by creating a custom “money personality” assessment. This innovative tool helps her advisory team better understand client behavior, tailor communication styles, and deliver more personalized, consistent service across their $500-million practice. Nina is a partner at […]

Alvin Carlos made a strategic decision to build internal efficiency and client accountability into the heart of his planning process—a move that not only streamlined how his team manages financial plans and client tasks, but also helped him scale. Turning Monday.com into the operational core of his firm, he has carved out a niche in […]

Fact checked by Vikki Velasquezmladenbalinovac / Getty Images Staying aware of lifestyle inflation will help you meet your long-term financial goals.Picture this: You’ve been steadily increasing your income and collecting your well-earned annual bonus. But you’ve also noticed yourself eating out more often, opting for more expensive brands, and making more purchases. Lifestyle inflation, or lifestyle […]

Fact checked by Peter GrattonDarrin Klimek/Getty Images About one-third of American adults have some kind of criminal record.A criminal record is more than a blemish—it is often a long-term pay cut that can cast a shadow over someone’s entire career. New research and decades of audit studies show that, on average, workers with a record […]