Why It’s Difficult to Focus on Others

Published on November 6, 2024

Humans are wired for "self-focus," but shifting to "other-focus" can help advisors build better relationships with clients.

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Close the Liking Gap

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Members of successful teams generally get along with each other. Bev Flaxington offers some insights on how to cement those relationships.

Unlocking the Power of Complex Assets and Legacy Gifts in Philanthropy

November 6, 2024
As $80 trillion transitions over the next two decades through the Great Wealth Transfer, the value of complex assets and bequests will only grow for charities aiming to maximize their impact.