You need to find an advisor that will be committed to never doing anything that is not in YOUR best interest! When selling your insurance agency, it is important to partner with an advisor who [...]
“Most people don’t plan to fail, they just fail to plan.” – John L. Beckley Succession Planning typifies long term planning. It is a tactical application that falls within the realm [...]
Change only happens when you become uncomfortable. The proof of that is thinking about sitting in a chair for a long time a certain way. The only time you change your position is when you become [...]
As a leader, you are constantly faced with decisions. There is a deep responsibility you have as a business owner. You have a responsibility to your customers, employees, vendors, and yourself. [...]
It is the law of nature that no one is irreplaceable. The same principle is applied in companies as well where the leaders and the managers will leave or retire after a certain time and their [...]
Millions of baby boomers will no longer be in the workplace as they will be retiring soon. This will have a direct impact on the workplace. Baby boomers, who entered the workplace many years ago, [...]
Recently, I went out and met with a potential client. We spent some time together and I explained our value proposition. We had two meetings and at the end of the second meeting, I felt that [...]
