Agency owners, MGAs, managers, and regional leaders are looking to understand why, despite their best recommendations and training, their teams aren’t following through consistently —…
FINANCIAL ADVISOR BLOG
I’m feeling fortunate to present the following at the Advocis South Saskatchewan Fall PD Day & AGM on October 16, 2025: “The Leadership Transition: Evolving…
Why is it that you bring on an associate advisor, lay out their contract and expectations clearly, and yet, after some time, you feel they’re…
Over the last year, I’ve been using ChatGPT, Claude, and Perplexity almost daily. These tools have helped me write and refine over a thousand words…
I must be 50,000 words into writing articles, blueprints, checklists, diagnostics, frameworks, guides, playbooks, and worksheets for a new website that is nearing completion. Writing…
In the world of financial services, vision is abundant. Agency owners dream of building scalable businesses, serving more clients with excellence, and ultimately creating a…
Succession is more than timelines and paperwork. It’s an intentional process of meaning, mentoring, and letting go. For many financial advisors and agency leaders, succession…
As a Fractional COO working with financial advisory firms and agencies, one of the most common frustrations I hear from leaders is this: “Why do…