Right-size your practice and quiet the noise
Ultimately, we all need to get ourselves healthy; financially, physically and emotionally. That way, we’re in a great place to dispense prudent advice.
A ping-pong table can change your business and your life
The act of playing ping-pong with your team will open up your collective thinking in ways you can’t imagine.
What do you dislike most about your business?
None of us were intended to be great at all the roles and responsibilities in our business.
A hypercar approach to building your practice
What if we do what hypercar makers do and introduce change long before it’s required of us?
Long-term integration beats speed in training new agents
While getting advisors acclimated quickly is attractive, it is more beneficial in the long run to ensure they are fully integrated.
Find a destination for your business
When you’re able to accurately describe your business in its mature, completed form, you create an opportunity.
Advisor philosophy trumps everything else
Real Returns: Does your practice reflect your professional philosophy and unique voice? If not, it should.
What insurance agents can learn from Porsche
There’s one simple thing that will make a high-net-worth client choose you.
Is this the calm before the fiduciary storm?
These five steps will help you prepare for the uncertainties ahead.
No one is above the laws of branding
What is the one idea or concept you want to own inside the minds of your prospects?