Articles & presentations

Authored articles



  • The Top 3 Hiring Mistakes (and how to avoid them) – Northampton Chamber of Commerce.
  • Discussing the REAL Issues: Communication & Decision-Making in Family Businesses – Northeastern University Center for Family Business.
  • The Psychology of Exit Planning® – New York Family Business Center; Financial Advisor study groups and client events.
  • Trapped in the Family Business® – University of Massachusetts Family Business Center.
  • Using Psychological Assessments To Grow Your Business – Million Dollar Round Table (MDRT), Society for Financial Services Professionals – Boston chapter (SFSP), National Association of Insurance & Financial Advisors – Massachusetts chapter (NAIFA).
  • Behavioral Science & Your Clients: Understanding & Managing Uncertainty – MassMutual Financial Group.
  • Emotional Intelligence & Sales Results – Human Capital Institute.
  • Assessments in Business and Personal Coaching – NJ & CT chapters, International Coach Federation.
  • Assessments & Coaching/Advisory Services in Family Business Consulting – Owner Managed Business Institute (OMBI).