by Rachel Glaza | Jun 18, 2025 | Public
Industry influencer Mike James shares his journey to inspire others to pursue opportunity When Mike James took the platform as Finseca’s new chair at the organization’s 2024 annual gathering in Washington, D.C., it was a far cry from his early days at such industry...
by Rachel Glaza | Jun 11, 2025 | Public
Author: Josh Riekena Recently, I was talking with a group of colleagues about the impact working with a business coach has had on my growth as both a leader and a business owner. Their responses surprised me: “It’s too expensive,” “My agency isn’t big enough to...
by Rachel Glaza | Jun 4, 2025 | Public
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,...
by Rachel Glaza | May 28, 2025 | Public
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...
by Rachel Glaza | May 22, 2025 | Public
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...
by Sarai Snyder | May 14, 2025 | Public
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...
by Sarai Snyder | May 7, 2025 | Public
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...
by Sarai Snyder | Apr 30, 2025 | Public
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...
by Sarai Snyder | Apr 23, 2025 | Public
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...
by Sarai Snyder | Apr 23, 2025 | Public
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...
