When it comes to retirement planning – Do you take shelter or risk it? We…

THE DOUBLE WHAMMY Today’s Straight Talk is special. There is so much going on and…

A Wealth M.A.P. Make more, Accelerate and Protect, and Plan for Legacy. A Wealth M.A.P….

The word that conjures up guys in polyester pants selling life insurance. Sales. For processionals…

Over the last 8 months I have been writing on many wealth and business topics….

Being business owners we are always searching. Searching for more sales, more productivity and greater…

Rigor is attention to detail. It’s looking to catch the smallest most seemingly insignificant detail…

Insurance is a great way to preserve wealth. Let’s say you are 40 years old…

Much has been written on this topic. At the time you take responsibility for your…

W. Edwards Deming once said you can’t improve what you don’t measure. So think about…

Prices and conditions are not fixed. To negotiate is to come to agreement with the…

Preserving Wealth is under your control and power. The entire legal industry is built on…

Equity is what is left over after you figure out what you own less what…

If you think about working out at a gym people typically will lift a weight…

People plan a vacation. Plan to buy a home. Plan to have a child. But…

If you have the qualities of a leader. If you are a person well-liked, trusted,…

There are two kinds of trust in wealth preservation. First is the trust that makes…

According to Jim Collins, a professor at the University of Boulder, Colorado and writer on…

What is meant by adding massive value? What is its purpose? If you think about…

Excellence is aiming to be the very best. It doesn’t mean that you have to…

Over the last 3 months, we described various tips on how to increase sales in…

THE Legacy Hierarchy™ STAGE TWO: SECURITY – TRUSTEES GET NO RESPECT It’s a thankless job….

THE Legacy Hierarchy™ STAGE 2: SECURITY – ASSET PROTECTION Many times we are asked questions…

THE Legacy Hierarchy ™ STAGE 2: SECURITY – LIFE INSURANCE I have come to the…