The very best of 2022 was seeing so many people in-person. I’m very grateful for live conferences this year. It was wonderful! Until we meet in 2023, here’s some virtual gifts from the best of 2022.
Best of 2022 with Hartford Funds
Thank you to my friends at Hartford Funds for inviting me to write practical articles for their Investor Insights, and to be a guest on their Human-centric Investing podcast. Enjoy:
Investor Insights articles:
- Why Logic Doesn’t Work with Anxious Clients (PDF) or (view online)
- How to Talk Fees in a Down Market (PDF) or (view online)
Human-centric Investing podcast:
Best of 2022 with The Journal of Financial Planning
Many thanks to The Journal of Financial Planning for their kind reception of my work. This year they published a cover story and four leadership articles. Enjoy:
Cover Story: Harnessing Cognitive Biases for Client Benefit
Quarterly Leadership column:
The Very Best of 2022 Great People!
Most importantly, thank you to my clients! I’m grateful for long partnerships with outstanding individuals, teams, and leaders.
They’ve worked tirelessly over these difficult years to serve their clients, their teams, and their loved ones. Their fortitude and commitment are awe inspiring. Bravo!
May 2023 be a year of blessing. I look forward to celebrating all your successes.
