Talking to your clients about the upcoming election does not mean you should talk about politics or predict the outcome. It means talking to them about how the election might affect their finances.

It's not about the number of bullet points on your résumé; it's about how you articulate your value and the confidence you bring into the room.

Donors to charity are often high-net-worth individuals and families who have worked hard to accumulate their wealth and have used financial, tax and legal advisors to grow and protect their assets.