Burnout is a word thrown around a lot these days. It’s one of the top concerns among HR teams, business owners, and executives. Every individual regardless of ambition level, industry, or job position can experience it. Burnout doesn’t discriminate and it is contagious, which is why burnout-driven voluntary turnover costs an estimated 15-20% of payroll budgets (Gallup, 2021). And that’s
April 2024
A Scenario for Networking + Actionable Insights = Better Outcomes
The context for the conversation begins with thought learning. Too often, people begin with their thought leadership, and overlook the whole story. The scenario, the goals, and the guiding questions lie within this story.
Communicate Your Value as an Independent Advisor
In this episode, I talk with Cameo Roberson, Founder of Atlas Park Consulting, a Business Coaching & Fractional COO Agency for Financial Advisors and Wealth Management firms. She helps advisors start their own RIA and leaders execute their growth strategy and drive revenue without feeling overwhelmed.
Our conversation focuses on the challenges women advisors face and how to rise above…
How To Motivate and Ultimately Engage An Employee
A simple Google search or a visit to Gallup’s website will reveal the most common factors that motivate employees. However, that’s employees in general – NOT necessarily the people you manage.
Employees are individuals. Some want to be in the office because they feed off the energy of being around people. Others are motivated by being able to work at…
What is the Fiduciary Duty of a Trustee?
If you have been appointed the trustee of a trust, you might think this is a huge honor that signals a tremendous amount of faith in your integrity and ability. But as soon as you assume the role of trustee, you must start following through with your fiduciary duty. If you are not a professional fiduciary, this presents a considerable…
7 Signs Your Company Needs an Employee Benefits Audit

Are you wondering if your Employee Benefits plan is truly hitting the mark? It’s time to reconsider how you approach delivering employee benefits. Year after year, many businesses let their employee benefits package remain unchanged. This means they’re offering tired, unattractive benefits that don’t compete well in today’s job market.
But here’s the kicker: if this sounds familiar, you might…
Stand Out at Tradeshows: How Videos Can Enhance Your Presence
Managing Your Own IT
The Good, the Bad, and the Ugly.
Businesses today rely heavily on IT and technology. With 82% of small businesses experiencing increased productivity after implementing reliable IT solutions(1) it’s clear that technology is crucial for their operations.
And managing this technology has become a key focus for these IT-dependent businesses. Which typically is provided by either an in-house,…
A Guide to Performance Max Audience Signals
A Guide to Performance Max Audience Signals
AI can be a powerful tool for digital marketing. Google Performance Max uses AI technology to create pay-per-click advertising campaigns that can serve customized content on an individual level, take advantage of multiple channels, and optimize bids automatically. According to Google, Performance Max delivers an average 18% boost in conversions. To get…