Insights

The Power of Client Fit

By Brad Stoller | December 17, 2018 7:05 am

As a business, we have always intuitively pursued a good client fit. That desire goes beyond simply avoiding problem clients—though that is a benefit as well. We also want to...

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When to Trust an Expert

By John Pojeta | November 1, 2018 3:08 pm

Everyone wants to give you advice. When should you accept? Experienced insurance advisors are often jaded. They have faced good times and bad. They have endured bad deals. And they have been...

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3 Ways to Earn More Than Beer Money

By John Pojeta | August 30, 2018 3:40 pm

Here’s a plan to plan what you’ll be doing for the rest of the year. Most advisors—and business owners in general—approach business planning and projections for a new year with the same excitement they...

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