Blog / In The News

person as bridge between two cliffs

On Trust and The Unknown

Rachel Botsman, the Trust Fellow at Oxford University, defines trust as “a confident relationship to the unknown.” Botsman’s podcast, Trust Issues is newish and I highly recommend bingeing the first season to get yourself up to date. In the episode entitled, I Don’t Know with Tea Uglow, Botsman and Uglow, of Google’s Creative Lab, have a warm, […]
people with different shape and color speech bubbles

On Client Communication Preferences

We here at the Financial Transitionist Institute believe that honoring the communication preferences of individual clients is crucial to developing and maintaining good relationships. In fact, Communication Preferences is the first tool we teach in our yearlong program in Financial Transitions Planning. We call it Core Training, and our graduates continuously say it fundamentally alters […]