Insurance advisors
+13
Oct 29, 2026
•
5 min read
Potential costs for your practice, why I believe this is a misstep, and recommended actions before signing any agreement
+15
Oct 26, 2026
2 min read
Set up a booking link, an intake form, and a date alert this week. No new vendors are required.
+20
Oct 5, 2026
4 min read
Four jobs worth paying for, and a one-page test for everything else
+21
Jun 16, 2026
AI on a broken foundation does not fix a practice. It makes the mistakes faster and more confident
Regulations
+10
May 27, 2026
1 min read
Five questions every advisor should ask before signing anything, drawn from hundreds of conversations across Canada and the United States.
Adoption
+6
Apr 7, 2026
8 min read
The AI consulting space is filling with generalists. Here is how to tell who has actually done the work.
+8
Mar 29, 2026
10 min read
If you would not email it to a client, do not paste it into a chatbot.
