“Neither a borrower nor a lender be,” cautioned Polonius in “Hamlet.” William Shakespeare’s advice has gone on to form an attitude about debt that has survived countless generations. Most insurance professionals are financially conservative by nature, and their... read more
If you want true growth and a high performing business, you can’t afford to exhale and rely on a boost in rates to meet your goals. If you are awaiting revenue growth before focusing on talent growth, you may find yourself in a case of “chicken or the egg.” Deciding... read more
He’s a great employee with a good head for business. You’ve hired well over the years, but he really stands out. As you watch him deal with your clients and analyze his numbers, you’re confident that, when the time is right, he’ll be ready to take your business’s... read more
One leadership group that is poised to jump to the forefront as the Baby Boomer generation retires is Generation X. Born between 1965 and 1980, this once-ignored and underappreciated generation has slowly emerged to take over the C-suite. With multi-generational teams... read more
What’s going to happen in the world of CPA firm mergers & acquisitions? It is going to ramp up. Many Baby Boomers have already held on longer than they should, and there is a growing number of aging accounting practices with no succession plan of any kind. It is... read more
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