As a life insurance advisor and someone who’s gone from being obese to being a triathlete, you can be sure that there are two things that make me happy. The first one being when my clients make financial gains and the second being when they level up in their health and fitness. It’s a bonus to see both of these…
As business owners, our number one goal is most definitely to grow our revenues and profits, whether that be by an influx of service demand or due to process efficiencies in the business workflow. Let’s say we do achieve these goals and grow significantly every year, what then do we do about our team members, who’ve supported us and contributed to this growth? Employee…
If you own a life insurance policy or if you’ve been on the market for one lately, then you’ve probably heard of the ‘new regulations.’ I’ve come across many questions around these new regulations, the most persistent being: ‘What does this mean for my Life Insurance policy?’ So, here’s as complete an answer to that question as possible, without drowning…
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…
It’s 01:17 am on Sunday, March 22nd, 2020, and I am drenched, shaking and in excruciating pain. In my mind, however, I tightened my fist in victory. I had done it. I had just crossed the finish line of the COVID-19 Ironman course in Dubai. Here’s a full account of my socially-distanced adventure.
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.
This case study serves as a wake-up call for many. Whether it’s your Life Insurance policies, your medical cover, your car insurance, or your will: These are things that seem like far-off, distant problems that have such a small chance of happening to you, and so procrastination and inaction are easy options. Please do not put these decisions off. Here’s how things can go wrong.