Back in the Great Buying Panic of the late 1990s, I once asked a financial advisor what his biggest problem was. His response: “Managing client expectations.” This question was posed in the summer of 1999, the year the Nasdaq Composite...
Move this to the top of your to-do list: Call clients to arrange a digital audit so that together you can plan for all their passwords, online accounts and digital property
In times of economic hardship, non-profit organizations confront issues that are unique to their status.