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Relationships, Business and Education

I was asked to teach a business policy class last semester at a local university.  It is a course that I have taught many times as a case study course.  One of the most important aspects of this type of course, is to have students collaborate with each other.  It...

Call Me Crazy, But I Don’t Discuss Politics or Religion

We have all heard the expression “I’m sane, it’s the rest of the world that’s crazy.”  I’m not sure that we have ever lived in a crazier time.  I live most of the year in Southwest Florida even though the vast majority of our clients are in the Northeast. The internet...

Perpetuation Planning 101

Perpetuation planning is not just a process that will lead to the eventual sale of the company.  In older blogs, we have discussed the concept of running your agency like you would if you were planning to sell.  In these situations owners focus on proper staffing...

My Perspective on the Legacy of Arnold Palmer

  The King died on September 25, 2016 in Pittsburgh Pa.  Arnold Palmer is one of the three people in my life that I have viewed as my heroes.  I wouldn’t even try to rank the three from one to three.  All three of my heroes have died, so I will mention them in...

So, Is It WHO We Know Or WHAT We Know?

No, this is not an Abbott and Costello rendition of Who’s on First, but it is close. One of my students was talking to another student about getting their first job out of college. I was trying to get the presentation for the class together when I overheard their...

Golf, Olympics and Insurance Agency Sales

We are in the midst of the Olympic Games.  For me, the best part of the games is the human interest stories surrounding many of the amateur athletes that have trained and sacrificed for years.  I am often in awe of those athletes that come from humble to less than...