Sometimes the Biggest Obstacle to Growth Is You
Recently, we heard from an advisor we work with after a dinner we had together. He wanted to share what had changed once he finally implemented several recommendations we had been discussing for quite some time. The results were immediate.
Windfall Elimination Is Gone — Did You Use It to Serve (and Grow) Your Practice?
The Windfall Elimination Provision was eliminated over a year ago. The real question is: did you talk to your clients about it? Did it show up in: Your client newsletter? Prospecting emails or letters? Educational YouTube videos? Facebook or LinkedIn posts?
2026 Planning: Stop Being a Producer and Start Building a Business
Happy New Year. The start of a new year is always a natural time to reflect. What worked? What didn’t? Did you hit your personal and professional goals — or simply stay busy? As you evaluate your business coming out of 2025 and look ahead to 2026, there is one decision that matters more than almost …