planners

Venting: The Power of Association

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Dear Readers, Very recently, I had quite an interesting meeting with a client who hated roses.  Now, I always work to make a point
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Venting: Finding a Balance in Budgeting

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Dear Readers, Not too long ago, I met with a potential client who insisted that she could provide all of the
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Searching For Talented Planners

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Dear Readers, Though I am fortunate to have a great planner on staff, no planner is an island. What makes planners
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Dear Preston: Am I Being Unreasonable?

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(Photo via She Knows Love) Dear Preston, As a planner, I try very diligently to manage my clients’ expectations, and I
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