By Victoria Alexander It was all “light years ahead” at this year’s Transitions Academy. Cal Broker was among the more than 900 invited guests from North and South America to attend the 23rd annual Transitions […]
By Joe Navarro Have you heard that the salesperson is dead in 2019? Don’t buy it. Here are some stats that prove this statement dead wrong and offers insights that speak to the challenges and […]
Imagine a world where the same company that you purchase fire insurance from also actively insures and finances rogue teams of arsonists. Suspend your disbelief for a moment and just imagine that contradiction. No, of […]
By Alan Hall Those who want President Trump to stay in office should hope the stock market rises, and those who want him ousted should hope it crashes. Why? History shows that the stock market […]
By Dan Trencher It’s 2019 and it’s no surprise that healthcare continues to face the seemingly uncontainable and unsustainable challenges surrounding cost and access. These challenges have too often contributed to defining care experiences over […]
By Misty Weltzien As an advisor, it’s easy to overlook connecting in person with current and prospective millennial clients. The generation consisting roughly speaking of today’s 22- to 37-year-olds is tech savvy and efficient. Why […]
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