Insurance

Like a crook on a hook!

I was honored, and surprised, that after my fitness bootcamp at F45 this weekend, I was recognized for completing 100 classes. Photo op, signage, the whole shebang.

No easy feat for an old man like me. Like Rocky, I’m old and brittle. Be that as it may, in each class I push, sweat, and

Beyond VA: Specialty Support for Growing Businesses
In the early stages of a business, “help” is usually synonymous with a second set of hands. You need someone to answer the emails, wrangle the calendar, and keep the daily administrative engine running so you can focus on your clients. Traditional virtual assistant support is, and always will be, the foundational lifeline

I lead coaching groups with my clients called Fight Club. We don’t talk about Fight Club.

But we do talk about ways to develop the habits or systems to get the thing done on a daily, weekly, monthly basis. Little things often lead to big things. As in big things accomplished if you do the reps over time.

Habits (in

Most professional services firms are automating the wrong things first. In this free one-hour webinar, Rob Wiltsey, Founder of Future Foundations, and Christian Kelly, CTO at Xantrion, walk through two real-world AI automation examples — a simple inbox triage workflow and a complex document drafting process for estate planning firms — and show exactly how to identify the right workflows

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
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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.

But there are seasons when the smartest move

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

Small businesses. Large businesses. Middle market companies. Women. Men. Young business owners. Pre-retirees. Executives. High-net worth. Homeowners. Anyone. Everyone. Someone.

When I ask sales professionals, typically financial advisors, who their target market is, I often get one of these answers. The problem is these “markets” make it difficult to, um, market. (Are you going to join the affluent market association?)

Why “What Should I Delegate?” Is a Harder Question Than It Seems

For most business owners, the challenge isn’t knowing that they need support, or even the budget to afford it, but knowing where to start.
“What should I delegate?” sounds straightforward, but in practice, it is one of the more difficult decisions to make within an operating business. Not