You’re reading this online. You’re probably reading most (if not all) of your content online. Like it or not, what happens on these screens is a major part of our lives today, and if you’re not here, using this platform to reach your audience, you’re missing out. In the rapidly evolving landscape of financial services, the shift toward establishing a…
When I get asked what I do, I tell people I’m a Life Insurance Advisor to High and Ultra High Net Worth Entrepreneurs. A common follow-up question is: Do entrepreneurs use Life Insurance differently? After having specifically served this segment for over 10 years now, I can confirm that entrepreneurs, especially High Net Worth entrepreneurs do indeed use Life Insurance…
What if you could transform your body or your business in 90 days? No, I’m not about to pitch you the newest fitness-business hybrid version of P90X… But I do want to share an experience and some thoughts with you. At the time of writing this article, I’m just getting to the end of an elite body transformation program. My…
I’ve got two rather personal stories for you today. They both stem from the same set of circumstances but have completely different outcomes. In one case, I lost my client’s trust and over time, regained it. In the other, I lost it and never got it back. Both stories are emotionally laden for me. They take me back to one of the hardest points in my career so far.
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…
In 2017, I decided to step down from my business. I sold my shares and switched from running an Insurance brokerage to working with a firm where I would focus solely on serving my clients as an Advisor. When I joined the firm, one question I got asked often was: ‘Why do you have a support team when you could…