Musings on work, success, financial advice, life experiences and more.

What Partnership Insurance Does For Your Business

What Partnership Insurance Does For Your Business

Over the course of my career, I’ve successfully exited two partnerships. One of these partnerships was with my brother.  We ran a thriving Insurance Brokerage together. We knew how important it was to get the right business protection in place. And so, my brother and I got around to the difficult conversation that so many business partners don’t want to…

More info

Dear Entrepreneur: Are You on Your Company’s Group Medical Insurance Plan?

Dear Entrepreneur: Are You on Your Company’s Group Medical Insurance Plan?

I see this often: Entrepreneurs often include themselves on their company’s group medical insurance plan.  Alternatively, with family businesses especially, the entire business-owning family would be on the same group medical insurance plan.  While this does come with a certain cost-benefit, neither of these approaches is a wise long-term move.  I recommend that entrepreneurs, business partners, and family members in…

More info

What If I Die Before You: Transactional Vs. Life-Long Client Relationships

What If I Die Before You: Transactional Vs. Life-Long Client Relationships

Do you know how some books stay with you long after you have read them?  One such book for me was David Maister’s ‘The Trusted Advisor.’ The content resonated deeply with me overall but one particular chapter got me thinking about the financial services sector, especially here in the UAE. This chapter was about transaction versus long-term client relationships.  Initially,…

More info