Born in Omaha, Nebraska, Stoy graduated from Drake University with a BSBA in finance and a minor in business law and insurance. A former college athlete and teen development officer at the Boys and ...

When a coaching client’s own mindset is their most formidable barrier to success, realizing that those self-limiting beliefs may be holding them back is the first hurdle they must overcome. Thankfully ...

Forbes contributors publish independent expert analyses and insights. Rachel Wells is a writer who covers leadership, AI, and upskilling. We’ve all encountered those moments where a financial ...

“I am not comfortable telling you my family’s history of mental health conditions, it’s embarrassing.” Though unsurprised by this statement, I was stunned by its disclosure. Actually, I was pleased, ...

When it comes to the advisor-client relationship, research finds that retention and new client acquisitions may depend more on the level of trust a client has in the advisor, than on the advisor’s ...

When implemented well, clear boundaries increase trust, professionalism and client satisfaction. Before you set boundaries, identify the small places where you feel frustrated or overwhelmed. Then, ...

Meagan is a former Series 7 financial advisor and current writer focused on blending straightforward information with a dose of humor on topics including equity investments, insurance products, and ...

Risk is inherent to any business activity, including the sale of a CPA practice. From the seller’s perspective, minimizing the major transitional risks after selling a CPA practice should be ...