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Most business owners are unknowingly destroying their most powerful asset; their thinking, with outrage cycles and gossip. Discover what proven entrepreneurs consume instead and why protecting your me... ...more
Funny with a Biz Lesson
April 14, 2026•5 min read

Financial advisors don’t lose clients over performance. They lose them during death, divorce, and incapacity. Learn how client relationships actually break and what to do to retain spouses, heirs, and... ...more
Customer Keepin'
March 30, 2026•6 min read

Two cancellations. One week. Both blamed on dogs. Financial advisors, your clients are keeping score every time you drop the ball. Here's what Disney taught me about showing up when it matters most. ...more
Customer Keepin'
March 30, 2026•9 min read