Leadership question: When a supervisor asks for your honest opinion about a coworker, how candid should you be? Do you give your unfiltered assessment if you believe the person is underperforming or relying too heavily on others, or do you focus only on objective facts and let management draw its own conclusions? Curious how others have handled this situation.

Question for advisors: A client passes away. The account is relatively small, and there’s a good chance the surviving spouse will move the assets elsewhere. From a practice-management standpoint, there may be little economic incentive to spend money on flowers, memorial donations, etc. Do you send flowers, make a donation, send a handwritten card, call the family, or simply handle the paperwork professionally? Where do you draw the line between being a business owner and being a human being?

I’ve started blocking focus time on my calendar and protecting it like a meeting. It felt awkward at first, but it’s helping. What’s one small productivity habit that actually works for you?

Hi Everyone, I have been having trouble finding a new job (10 months and counting) as a Project Manager despite my extensive experience in the financial industry, I don't want to speculate on the reasons, but now I'm getting to the point of applying for jobs at Walmart or Costco so I can pay my bills more easily, I'm fine with this because work is work but I can't help but think that there may be other options for work that I'm just not considering, or not know about. Any thoughts? Thanks

I’m curious—what evidence are you seeing that men are experiencing reverse discrimination? In financial services, it still seems like most senior leadership positions are held by men. I’m at a conference and overheard a conversation at the next table.