Motivating and Helping the Overspending Client Most financial advisors find that overspending clients represent some of the most frustrating situations in their work. Time spent with these clients is often ineffective and ultimately unsuccessful. This article provides...
Core Techniques for Effective Client Interviewing and Communication In the Journal of Financial Planning, Jim Grubman and Dennis Jaffe gather in one place the fundamental communication skills needed by all levels of financial advisors. These skills are part of the...
Clarifying the Practice of Family Enterprise Jim Grubman and Dennis Jaffe worked with Angelo Robles of the Family Office Association, Guiding Governance: Clarifying the Practice of Family Enterprise Governance. In this illuminating Q&A format whitepaper, Jim and...
Cultural Insights and Recommendations for Families and Advisors The central concepts outlined in depth in Cross Cultures: How Global Families Negotiate Change Across Generations are summarized in two articles by Jim and Dennis from late 2015. The STEP Journal article...
Not Your Typical Incentive Trust: Parts I and II Part I outlines the many problems inherent in incentive trusts and offer a groundbreaking alternative: the Financial Skills Trust (FST). This new approach to trust design integrates estate planning with what experts...