Know Your Limits, But Don’t Set Limits Where There Are None. . . .

True Story This Spring I drove to Auburn, Indiana to drive high performance exotic vehicles and other classic cars for Auctions America. Hundreds of cars, trucks, motorcycles and other vehicles of all descriptions are sold at those auctions. I enjoy doing this and the local Lions Club gets a donation for organizing the drivers.  Every […]

Five Ways to Avoid Failure of Your Client’s Estate Planning Documents.

After 20 years of preparing client documents for their life and death planning needs, I assure you that the effectiveness of those documents often has nothing to do with your drafting skills. The real acid test is whether, when called upon to do the task intended, do they perform as anticipated. What follows are five […]

Don’t Make Your Clients Your Friends!

Faults shared are as comfortable as bedroom slippers and as easy to slip into. – Phyllis McGinley Telling you not to make your clients your friends  may seem like an anathema to the marketing and client management techniques. Let me tell you what I mean. But first, you have to hear my story. A very wise […]

5 Profile Photos Guaranteed to Get You a Job!

You know the headshot symbol that commonly appears in emails or social media which is a box with the profile of a head in it? It is what you see when the sender has not taken the time to attach a photo. You are better off with no picture if you don’t follow a few […]