Author: Betsy Nealon   Studies show that the kind of multitasking most of us do is highly ineffective. Why? Because flip-flopping from one task to another reduces our productivity by approximately half, costs billions of dollars and even inhibits creativity,...

Author: Casey Maughan   Like many in the financial services industry, I never planned on ending up here. Early in my career, I discovered my love for sales, but didn’t love the environment or product I was selling. Eventually, I found myself working for a...

Author: Nick Lamparelli   Over the course of my career, I’ve had the opportunity to work with firms serving affluent clients and to interview high-net-worth individuals and investors. One consistent observation stood out: not a single person referred to their...

Author: Kellie Lail   What if I told you that the secret to building and maintaining your dream team isn’t just about identifying the right skills—it’s about personality? You might be thinking, “Personality profiles? Isn’t that a bit touchy-feely?” or “Aren’t...

Author: Sam Geraci   Bad weather events are on the rise, leading to an unusual amount of opportunity for agents looking to build their businesses and support their communities. More storms have caused higher rates and product changes, leaving customers with a...

For culture advisor Jay Doran, success is founded on trusted leadership and timeless principles Jay Doran is known to many in the insurance and financial services industry for his five-star-rated The Culture Matters Podcast , in which he talks with business leaders...

Author: Tony DeSantis In business, big or small, it all comes down to the bottom line. Does the client want to buy your products or services? Does the boss approve your budget? Does the investor believe in your dream? Have you sold them? Success or failure depends on...

Author: Doug Blevins If your business is built on offering the best prices, you’re on a shaky foundation because there’s always someone out there who can undercut you. That’s why our approach is based on being an agency that is viewed as priceless, not cheap. With...

Author: Monica Barton When I joined Steve Pirch’s agency (in Lee’s Summit, Missouri), I could not have imagined that one day I’d play a pivotal role in developing our team and building our agency’s success. My journey began over a decade ago in an unexpected encounter...