Authored Articles Advisor in the Mirror - Advisor Today (NAIFA), March 2010. CLICK HERE to download The Psychology of Exit PlanningSM - Life Insurance Selling, January 2010; New York Family Business Center, February 2010. CLICK HERE to download Trapped in the
Family BusinessSM - Family Business Wiki, January 2010. CLICK HERE to download Have you become your clients' therapist? When to provide support and when to decide enough is enough - NAPFA Advisor, October 2009; Life Insurance Selling, October 2009. CLICK HERE to download Prisoner of the Family Business: Diagnosis & Treatment - University of Michigan Family Business Center Family Matters, Fall 2008. CLICK HERE to download Quoted National Underwriter, June 2009, Psychological Assessments Help Agents Grow Business. CLICK HERE to download Associated Press, MSNBC, September 2009, Maybe the boss doesn't hate you...or does. Recent Presentations
The Top 3 Hiring Mistakes (and how to avoid them) - Northampton Chamber of Commerce, 2010. - Northeastern University Center for Family Business, 2010. The Psychology of Exit PlanningSM - New York Family Business Center, 2010; Waring Financial Group, 2010; Producer Study Groups 2009. Using Psychological Assessments To Grow Your Business - Million Dollar Round Table (MDRT) 2009, Society for Financial Services Professionals - Boston chapter (SFSP) 2009, National Association of Insurance & Financial Advisors - Massachusetts chapter (NAIFA) 2009. Behavioral Science & Your Clients: Understanding & Managing Uncertainty - MassMutual Financial Group 2009. Emotional Intelligence & Sales Results - Human Capital Institute 2008. Assessments in Business and Personal Coaching - NJ & CT chapters, International Coach Federation 2008. Assessments & Coaching/Advisory Services in Family Business Consulting - Owner Managed Business Institute (OMBI) 2009.
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