How to be a smart client

February 13, 2016 • By Dennis Beaver The older we become, the more we understand “Life doesn’t come with an instruction manual,” including work, marriage, raising kids, and until recently, hiring a lawyer. As far as hiring a lawyer is concerned, that’s all changed, as...

How to be a workplace WIMP

April 21, 2021 • By Dennis Beaver “I am manager of the Trust Department in a branch of a small, Midwest bank. Our newly appointed Regional Manager has changed the bank’s money-management strategy, getting clients into vehicles which generate large fees for the bank at...