We live in an age overflowing with advancement — smarter technology, faster communication, and more data than we can possibly absorb. Yet for many leaders,…
FINANCIAL ADVISOR BLOG
What holds teams back isn’t a lack of skill—it’s energy. Beneath every missed follow-up, vague commitment, or strained conversation lies an unseen emotional exchange that…
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 —…
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…