Reaching...

TO GROW YOUR BUSINESS, THINK “OUTSIDE THE BOX”

I often ask my clients to think of new ways to grow their business, improve their client experience, and motivate their team to do better ...

Make One Tiny Change

We often underestimate the power of tiny changes. Transformation—for yourself or for your business—requires drastic action, but as author James Clear points out in his ...

The Power of Being Special

Many advisors come to me after trying everything they can think of to get their stagnant business growing again. They tell me all the things ...

Run Your Business Using the “Dental” Model

When you visit most dentists, you spend the largest part of your time with the hygienist. The dentist comes in at the end, gets updated ...

Work Smarter, Not Harder?

How many times have you heard some time-management “Guru” say the words above? If you’re like most people, when you hear this, you nod, as ...

Who do you want to BE this year?

Huh? Where does that question come from? What if I told you that who you’re being is actually more important than what you’re doing? If ...

Are You Asking Yourself The Right Questions?

Working with financial and insurance professionals over the years, I have come to believe that the only things that limit our success are our judgments, ...

The 5 Pillars of Advisor Success

My colleague, business coach Tom Kavanaugh, talks about the 4 Pillars of a Successful Business. I’ve adapted his general message to apply it to insurance ...