Insights Business Management

Time management is a skill that we all need – but it isn’t one that we all have. An entire team that uses their time effectively can be the difference between a thriving, growing firm and one that struggles. Time is our only finite resource, so we need to use it well! This applies to …

Can rage be a positive emotion? It is to Abby Wambach, one of the most celebrated women in U.S. soccer. Abby recalls a time in 2016, shortly after she retired from professional soccer, when she received an ESPY Icon Award alongside Peyton Manning and the late Kobe Bryant. Initially honored, Abby’s euphoria soon became replaced …

For all the talk of diversity, equity and inclusion in the workplace, Wall Street remains a boys’ club, specifically a white boys’ club. But that didn’t faze Lauren Simmons, host of the Money Moves podcast, when she landed her first job on the New York Stock Exchange (NYSE) in 2017. Dubbed “the Wolfette of Wall …

  Competition is fierce right now in attracting and retaining top talent. Gone are the days of the onus being on job candidates to impress you – in this job market, you must also impress the candidates. And good total compensation packages – salary, basic benefits, bonuses and commissions – aren’t going to impress them …

Many financial advisors find themselves unwittingly playing the part of family counselor. Their clients, meanwhile, often don’t even realize the financial decisions they are wrestling with are governed by past experiences. Take a story shared by Sonya Lutter, CFP®, professor of practice at Texas Tech and owner of EnLite, about a client who was tight-lipped …

Saving and investing are the cornerstones of financial planning. What gets less attention is insurance and its role as a risk-management tool. Yet, without insurance, any well-crafted financial plan is at risk of falling apart in the event of a catastrophe. Still, many registered investment advisors (RIAs) don’t sell insurance because commissions-based products don’t fit …

In trying to make positive changes – whether to our diet, exercise regime or finances – we tend to focus on our own behaviors and our own will. But maybe change isn’t just about the individual, argues bestselling author Daniel Pink. Maybe change will come if we put ourselves in situations that make better behaviors …

Another year, another Excell in the books. And Excell 2022 may have been the best edition yet, with inspiring keynote speakers like soccer star Abby Wambach and poet Tucker Bryant; insights delivered by industry thought leaders like Carson Group Founder and CEO Ron Carson and the “Wolfette of Wall Street” Lauren Simmons; and a poolside …

With too many choices and confusing deadlines, it’s no wonder enrolling for Medicare is one of the most frustrating experiences many Americans will have. But it doesn’t have to be that way, insists Dave Francis, co-founder and Chief Executive Officer of Healthpilot. Healthpilot aims to bring the same ease and convenience to the Medicare shopping …

In July 2022, the Financial Planning Association® (FPA®), the leading membership organization for Certified Financial Planners™, announced it will lead the effort to achieve legal recognition of the term “financial planner” through title protection – the first step to moving from an industry to a profession. “We believe financial planning is a noble, worthy profession …

A couple of years ago, Paul West, managing partner at Carson Wealth, saw a gap in the market to better support business owners and executives. As a one-time business owner who still sees himself as an entrepreneur, he realized the need for a team approach to address the complex money management requirements of this group. …