COMMENTARY: Cybersecurity practitioners are increasingly facing mental health challenges, with 84% of workers experiencing stress, fatigue, and burnout, according to recent studies. With the weight of digital defense on our shoulders, it takes more than just skills to keep us going: it also takes passion. [SC Media Perspectives columns are written by a trusted community … Read more
In the early days of financial planning, serving clients often meant developing transactional relationships focused on facilitating trades and selling insurance. Over time, advisors shifted toward more analytical approaches, such as investment management and retirement planning. Today, the industry has evolved further, with a growing emphasis on aligning financial decisions with clients’ personal priorities and … Read more
Welcome everyone! Welcome to the 406th episode of the Financial Advisor Success Podcast! My guest on today’s podcast is Michael Kramer. Michael is the manager of Natural Investments, an RIA based in San Francisco, California that has offices across the country, overseeing $1.9 billion in assets under management for 1,300 client households. What’s unique about … Read more
