Sales Strategies That Work in Complex, High-Trust Industries

Closing a deal in high-trust industries isn’t about pushing harder — it’s about earning credibility and maintaining momentum. In complex sales, where the stakes are high and relationships matter, the strategies that work best are rooted in empathy, consistency, and value. Your ability to build trust quickly, navigate multiple stakeholders, and keep the process moving […]

Why I Study Behavioral Science to Improve Business Outcomes

Behavioral science is all about understanding how people think, feel, and make decisions, especially when things are not black and white. In business, this really matters because decisions around money, investments, privacy, and taxes are not just logical. They are driven by emotions, biases, and sometimes the shortcuts our brains take. That is why I […]

Building Resilient Business Strategies in Trust Services – A Framework for Sustainable Growth and Market Leadership

The trust services industry has evolved from a traditionally conservative sector into a dynamic marketplace where innovation, specialization, and strategic positioning determine long-term success. Building resilient business strategies in this environment requires a sophisticated understanding of market dynamics, client needs, and competitive positioning that goes far beyond traditional service delivery models. Through years of experience […]

Navigating Complex Trust and Fiduciary Regulations – A Strategic Comparison of Nevada, Alaska, and Wyoming Trust Laws

The landscape of trust and estate planning has undergone significant transformation as states compete to attract trust business through increasingly favorable legislation. For practitioners and clients seeking optimal wealth preservation strategies, understanding the nuanced differences between leading trust-friendly jurisdictions has become essential for making informed decisions. Having worked extensively with trust and estate planning across […]