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
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.
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
+6
Mar 16, 2026
How a redacted Excel file produced a presentation-ready, interactive whole life dashboard.
Feb 21, 2026
6 min read
And most practices do not know where it drains.
+3
Feb 8, 2026
3 min read
See how AI transforms client feedback into actionable strategies, instantly and affordably.
