News

Groupthink kills innovation. Experts reveal how to foster dissent, safe dialogue, and critical thinking in meetings—especially with AI in the mix.
Meetings. I’ll bet you have a lot of them. I do. Some days are packed from start to finish with nothing but meetings. And they’re important, for obvious reasons. But meetings can get us stuck in a ...
The advisor then starts preparing the meeting material by collecting relevant client information such as current financial plan, retirement saving, portfolio holding, trading activity, performance ...