Insurance advisors
+13
Oct 29, 2026
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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
Apr 27, 2026
Operational improvement only matters if the person it is supposed to reach can feel it
Client Experience
+12
Apr 14, 2026
11 min read
Every client you did not call last year is a client someone else will contact this year
+4
Mar 23, 2026
7 min read
Many advisors paid for a system of record and built a phone book instead.
Task management
Mar 8, 2026
How a pre-submission checklist and 60 days of tracking eliminate the rework quietly draining your practice.
+3
Mar 1, 2026
I ask this question in almost every first or second conversation with a practice. And the honest answer is almost always that a meaningful number of the reviews that were originally targeted did not happen.
Feb 21, 2026
6 min read
And most practices do not know where it drains.
