As life insurance advisors, we’re called on field as the most valuable player when a client of ours passes away- to show up with the cheque for the dependents, no matter what. In the lifecycle of serving a client, this is really one of the most crucial moments. And different advisors have their own philosophy around how they deal with the claims settlement process. You could either only do what’s…
I believe there is always room, especially when humans are involved, for some level of errors to take place. Now the reality of the matter is, in the real world it’s unlikely that you’ll be able to go through life without screwing up. I’ve been in the life insurance and financial services business for the last 21 years and of course, there are…
What if you could execute on one project, one client, one deal that will singularly carry you to your breakeven or profit point? What if I told you that instead of working on ten separate accounts, handling ten client relations, you could manage one large account that brings in the collective revenue of those 10? We did it; we hit…
I know everyone is talking about how much the world has changed in the last few weeks. It has, but we’ve been in the tumult of a change and uncertainty for a while now. Economies and businesses have been seeing declining numbers for the last year, or more, certain asset classes have been performing poorly, leverages held by banks on…
With family businesses, any kind of financial or other major impact to the business is felt by the family, and vice versa. Here are my two cents on how family businesses can brace themselves for potential impact.
While some businesses definitely need a brick and mortar set-up, warehouses, and staff that is physically present at work, many don’t.
We’re learning that work, as we know it now, might not be the most efficient way to perform.
