January-February 2025

With AI influences, marketing challenges, talent shortage, rising consumer expectations, as well as compliance and tax changes on the horizon…this is a year to be quick on your feet. Continue reading...

Goals are the foundation of business, but what are your internal drivers to accomplish those goals? I would contend that without clear intentions no goals are obtainable. Continue reading...

As we dive into 2025, what are the topics for financial engagement with your clients and prospects? Consider these trends. Continue reading...

LIMRA studies suggest 7 in 10 consumers are interested in working with a financial professional who takes a holistic approach to their finances. Continue reading...

Electronic Health Record data is comprehensive, allowing for a significant increase in decision rates on cases that are comparable with traditional evidence but provide a quicker turnaround time at a lower price. Continue reading...

Reducing risks requires vigilance and regular reviews. Changing passwords more frequently won’t cut it. But these strategies can help. Continue reading...

Companies with healthy brands enjoy greater efficiency from their marketing dollars, higher conversion rates and better client retention. Here are 5 strategies to accelerate your brand health and wealth in 2025 and beyond. Continue reading...

The coming months are an ideal time to develop plans with clients and position them for whatever happens next. This new year will have more than the usual amount of uncertainty, but your clients can face that with the certainty of flexible options. Continue reading...