Last week on an IACP Check-In call Pauline Tesler suggested that we should not call what we are doing on Zoom as Collaborative. Her concern seemed to be over the inability to assess the clients via Zoom. Interestingly...
A financial crisis, divorce, and irrational decision-making plus 21 things you should do in a COVID-19 world.
By: Luana Mobley Corral, CFP®, CFS, CLTC™, BFA™, CDFA™
A financial crisis causes stress like...
From the desk of My Collaborative Team President, Edward S. Sachs, CPA.
I believe it was Bob Merlin who I once heard describe the IACP as the “mother ship.”
Founded originally in...
From the desk of My Collaborative Team President, Edward S. Sachs, CPA.
The challenge in today’s new world is how to keep up with the times and the changing way in which we will be...
