BRANDING By: Dr. Daralee Barbera Every year, advisors ask me the same question: “What is the single best thing I can do next year to grow my practice?” My answer is rarely what they expect. Before […]
PLANNING How Succession Planning Works for Health Brokers By Phil Calhoun Make 2024 the year you put your plan in place Read More → ______________________________________________________________________________________________________________
Some people call them soft skills, but here they are rules of engagement Leading with empathy, compassion, authenticity and kindness. These were watchwords of the gathering of 200+ women leaders at the mid-March Ellevate Foundation’s […]
PART 1 OF 2 By Omar Arif and Mike Sigal with Dorothy Cociu Are we in a recession or a booming economy? The answer to that depends on who you ask. Democrats in Washington brag […]
Sharing success with a colleague can pay off big By Phil Calhoun Preparing for a life change that involves transitioning your hard-earned commissions and loyal clients? Sharing your success with a colleague can be a […]
After Sun Life Financial’s announcement that it will acquire Maxwell Health, benefit brokerages and advisory firms that serve small and midsize employers might be on the lookout for similar deals. Expect more M&A attempts by […]
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