As I often discuss with financial advisors, attorneys, insurance agents, bankers, realtors, accountants, digital marketers, M&A brokers, private equity bankers, and others that find business development, origination, and sales important, here’s how to be awesome! (Wow, long sentence!)
Participate in Scheduled Events and Meetings Regularly
Register at the beginning of the month for all events you plan on attending.
Own
Most business owners are used to thinking about leadership as movement. Growth, expansion, visibility, hiring, new offers, new markets, new systems. The language of business often rewards motion, and for good reason, because businesses need momentum. Businesses need decisions, and they need people willing to take action before every variable is certain.
Money is emotional. Every financial decision we make is shaped by experiences, beliefs, fears, and behaviors that have nothing to do with spreadsheets or market performance.
In this episode of Behind The Numbers With Dave Bookbinder, Kate Duffy, Senior Vice President and Wealth Advisor at Bryn Mawr Trust, pulls back the curtain on the psychology of wealth. As a Certified
THE SITUATION:A self-employed homeowner had accumulated significant debt on credit cards and a home equity line after several slow years in business. Cash flow was tight, and he was living month to month. He wanted a new home equity loan to consolidate his debts while preserving his low-rate first mortgage.
THE CHALLENGE:After reviewing his finances, I explained that his tax
The Economist’s article, “Vibe lawyering: AI chatbots are creating chaos in courts,” shows how AI is reshaping the legal landscape in ways few expected. Self‑represented litigants are increasingly using chatbots to draft filings, pushing the share of pro se litigants in U.S. federal civil courts from a long‑steady 11% to 17% in 2025. Shah and Levy’s research also finds
In this episode of Behind The Numbers With Dave Bookbinder, Dave talks with Shannon Lucas, co-founder and co-CEO of Catalyst Constellations and co-author of Move Fast. Break Stuff. Burn Out., about the people who drive organizational transformation from the inside. Drawing on her leadership experience at Vodafone and Ericsson, Shannon explains why every company has “Catalysts” – employees who naturally
Many homebuyers believe that finding the lowest interest rate is the key to getting the best mortgage. While rate is important, focusing solely on rate can be the wrong strategy and result in costly mistakes! Here’s a real-life example showing why smart mortgage planning often beats rate shopping.
THE SCENARIOA young couple contacted me about purchasing their first home. They
If there’s one thing I’ve learned about integration projects, it’s that every one eventually leads to the same predicament: to ERP or not to ERP, that is the question.
It starts focused. An inventory tracker. A marketing dashboard. Something specific and contained.
Then the requirements get mapped out and the scope grows. More data sources. More connections. More automation.
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