Performance Tips

As of today, July 9, 2026, most of us have completed 130 Monday-through-Friday workdays

We have become keenly aware of what is preventing affluent people from moving forward with a purchase decision.

Artificial intelligence is making once-rare expertise widely accessible

In this commoditized marketplace, prospects wonder, “Why should I do business with you?”

I am always interested in seeing the evaluations

Recently, after speaking at a top producer conference in Maui

In an environment where experiences matter

Here we are, 63 workdays into the year

Salesforce’s 2025 Financial Services Institution survey found that 62% of customers say they would switch providers

In our coaching and consulting division, we are fortunate to work with many teams and companies