
There is a small difference between have perspective and having a perception. Understanding and implementing both can add to your success. ...more
Practice Management
May 14, 2026•4 min read

We all have blind spots but are they aligned with our clients' concerns? ...more
Practice Management ,Income Planning
April 30, 2026•5 min read

While reading a book, I found a great analogy for workouts and doing the correct activities in business. ...more
Practice Management ,Wellness
January 20, 2026•2 min read

I interviewed Carly Rosswurm with Ash Brokerage's Medicare Supplement for her leadership with this business line. I'm always impressed with her knowledge of the health market and the relevance to reti... ...more
Practice Management ,Income Planning &Podcast
April 03, 2025•3 min read

I interviewed our National Spokesperson of Long Term Care, Bryan Langdon, recently. Here are some of the key points that Bryan and I discussed during our 20-minute podcast. ...more
Practice Management ,Income Planning
March 26, 2025•4 min read

This post highlights the insights of Luke Czaplewski, Program Director at Ageless Fitness and Vitality Booth Wellness Center. ...more
Podcast ,Wellness &Vitality
March 04, 2025•4 min read