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Jul 19, 2022

We know that certain clientele warrant certain privacy considerations. These days, it's increasingly hard to actually keep someone's name, address, contact info, or even asset data away from the public online. Whether it's you personally, your high-net-worth client, or even your child or grandmother, sensitive and...

Jul 12, 2022

What you *don't* know about Medicare and Medicaid could be a dangerous blind spot when advising certain clients. The maze of Medicare and, particularly, Medicaid options out there can be dizzying, but we want to get you knowledgable enough to competently help your clients who use these services.

Angela Odensky of...

Jul 6, 2022

We know that specific professional clients have even more specific needs, concerns, and behaviors. Dental professionals are no exception. So what do you need to know to advise them like an expert?

Our guest this week is Boyd Shepherd, founder of Legal Dental.

Boyd started his career as a dentist, and eventually...