What are the first 5 things you should do when you get put on a PIP? Just learned about it this morning. I didn't see it coming. Planning on working on the resume later, but I'm spiraling a bit right now.

Be honest: how much does company prestige still matter to you? Early on it felt huge, but the older I get, the more I care about the day-to-day experience. Has prestige become less important to you over time?

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?

Tomorrow is Juneteenth and the markets will be closed. Out of curiosity, how do you feel about the relatively new market holiday? • Strongly support it • Neutral — a day off is a day off • Prefer the markets remain open • Doesn’t impact my business either way For those who have been in the industry a long time, has Juneteenth become just another market holiday, or do you still see mixed opinions among advisors, clients, and firms? Me, I like the day off.

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.