CDA Insights

Retirement “welfare” – what is it and who really thinks about it? Maybe only wealth management companies? Who else can (and should) keep...

It is probably not a good way to start a newsletter by stating there is nothing new here. It doesn’t actually encourage you to read it!...

Getting to know the client, from the first contact, through intake, and beyond the initial meetings, can generate a variety of thoughts...

The 10th anniversary of CDA Insights could generate a desire to look back, however, that topic was already covered in the December 2021...

Readers of CDA Insights can look at published issues and see all the topics covered over the years. In fact, the 10th anniversary of this...

While the real estate field focuses on location, location, location, the rest of the world professes education, education, education....

Individuals and companies are benefiting from the massive transition occurring in work models. Study after study in the past two years...

An internet search on how to negotiate salary quickly pulls up all the usual articles and sources: “Words to Use When Negotiating...

It is easy to generate questions surrounding the challenges faced by executives today. For example, are “teamwork” and “executives” an...

In a matter of seconds, someone could be hurt because a red flag was overlooked. In those same few seconds, 74+M google results covering...

Who sets up shop on Main Street in the 21st Century? Can organizations operate without a physical door to walk through? The ability to...