Let’s be honest—when you hear the word “coaching,” you might picture something reserved for top executives or someone struggling to keep up at work. But here’s the truth: coaching isn’t just for a select few; it’s for everyone. No matter where you are in your career—just starting out or running the whole show—coaching can help you grow, solve challenges, and
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Networking with a Purpose, Building a Professional Network

How do you build a professional network that actually drives business and creates meaningful connections? In this episode of The Expert Exchange, we dive into the art of Networking with a Purpose with two seasoned professionals:
Laurie Canepa – Executive Recruiter at StevenDouglas, a master at building relationships that drive career and business success.
Joshua Carnes – With Lion Business…
Simplifying Your Space: A Step-by-Step Decluttering Plan
Why Decluttering is Essential for Mental and Physical Well-Being
The Impact of Clutter on Daily Life
Let me share a little secret with you: clutter and I have a complicated relationship. When I first started A Clear Path, I naively thought my main mission would be to make garages look pretty. But here’s the kicker – clutter sneaks back in…
Keeping My Family Safe Online: A Parent’s Journey to Digital Security (Fortnite Edition)
To round out our Family Safety Blog Series, we wanted to end with one that focuses specifically on a very popular game with kids, Fortnite. As part of our effort to create a safer online environment for our three children, my wife and I knew we needed to address their favorite gaming platforms, including Fortnite. While the game is…
The Essential Legal Tech Tools Every Firm Should Have (and What You Don’t Need)
In today’s legal landscape, technology isn’t just a nice-to-have—it’s a must. The right tools can streamline workflows, boost efficiency, and give your firm a competitive edge. But with the flood of legal tech options on the market, it’s easy to get overwhelmed or, worse, waste money on tools that sound flashy but deliver little value. At WovenLegal.com, we’ve…
Chasing Unicorns Over a Cliff: The Hidden Costs of Pursuing Breakthrough Innovation

I recently consulted for a company that had achieved remarkable success through thoughtful incremental innovation. By steadily growing market share, improving profitability, and building a loyal customer base, they established a profitable and growing business. Their approach was simple yet powerful: deliver differentiated products that were highly valued by customers, consistently optimize efficiency, and gradually expand their market presence. This…
Mega Backdoor Roth Conversion: Supercharge Retirement Savings for High Earners

High-income professionals often face challenges in maximizing their tax-advantaged retirement savings due to IRS-imposed income limits. The Mega Backdoor Roth Conversion offers a strategic method to overcome these barriers, allowing substantial contributions to Roth accounts beyond standard limits.
Why High-Income Earners Struggle to Maximize Tax-Advantaged Savings
For high-income professionals, saving for retirement in a tax-efficient way comes with unique challenges.…
The Art of Effective Follow-Ups: Strategies That Turn Leads into Loyal Clients
Following up is one of the most powerful yet underutilized business strategies. Whether you’re nurturing a lead, closing a sale, or strengthening client relationships, a well-executed follow-up can make all the difference. The challenge? Many business owners either don’t follow up at all or do so in a way that feels pushy, generic, or ineffective.
A strong follow-up…
Effective Financial Leadership: When to Hire a CFO for Your Small Business

“I know I need financial help, but is it really time for a CFO?” – I hear this from small business owners all the time and recently had a great chat with two prospective clients where we dug into if it was time for a CFO.
In my opinion, all businesses need CFO-level thinking, but not every business needs a…
DIY vs. Outsourcing Social Media Videos: What’s the Real Cost-Benefit for Your Business?
If it feels like every time you check social media or search for something online, videos dominate what you see, that’s not an illusion. Video content is no longer optional for businesses trying to boost their online visibility and reach in support of their sales goals, not only because changes to search algorithms increasingly favor such content, but also because…