A Healthy Client List

Misaligned Clients For the last decade, I’ve encouraged and coached partners and partner groups to maintain a healthy client list. Typically, firms accumulate clients over the years and, as practices have grown, partners have client lists that are out of alignment...

Muscles Of Astronauts

The Program If you have been following the news, you are aware of NASA’s next generation of space flight, known as the Artemis Program. Its inaugural flight occurred November 15, 2022 when Orion was launched. Without a hitch. Awesome. One of the selected...

Learn To Power Down

Elusive Rest For many, the holidays are a time of joy, connecting and relaxing. They experience rest and peace being with family and friends. But for others, this experience is elusive. Sometimes the preparations are overwhelming, or that there are fractious...

More Than Signing In

The Season This is the season of training. It’s getting to the end of the year and certain continuing education requirements have to be met. So training is a priority. Yes, it’s the season of training. While it may be the season of training, it’s not necessarily the...