What do we mean by outcome-based investing? Demand for alternative investments (alts) has risen further over recent months among advisors as both components of the 60/40 portfolio have fallen, ...

Call me Captain Obvious, but understanding your clients is critical to building a successful practice. (Yes, I know … “Thank you, Captain Obvious!!”) Two powerful tools that help achieve this ...

If you were to look in my therapy office, you would see books on cognitive-behavioral therapy for panic disorder, dialectical behavior therapy for borderline personality disorder, and emotionally ...

Value-based care (VBC), driven by the Centers for Medicare and Medicaid Services (CMS), has emerged as a cornerstone for redefining the customer journey—creating a profound shift in the insurance ...

I work with clients who have never had therapy, have tried multiple therapists, or want to try therapy again. My sessions are based on where the client is at during this time in their life. I offer a ...