Financial Growth through Mentorship
By Practice Management Group on Jul 30, 2026
Tom Brady, arguably one of the greatest football players of all time, has a fitness coach. He has a financial advisory team. He has a dietitian. He surrounds himself with professionals who specialize in helping him perform at the highest level.
Running a Smooth Practice
By Practice Management Group on Jul 17, 2026
You may have noticed there hasn't been a new blog post for the past few weeks. So...where have I been? Vacation.
Financial Headlines Are Not a Financial Plan
By Practice Management Group on Jun 22, 2026
Do you have clients who call every time there's a new financial headline? Did they call about SpaceX? Are they asking about OpenAI or Anthropic? Do they have questions about the Federal Reserve and interest rates? At the end of the day, most of this is financial noise. One of our jobs …
The Possibility of a SpaceX IPO
By Practice Management Group on Jun 17, 2026
Have clients already started calling about the possibility of a SpaceX IPO? If so, what do you do when they want to participate? Can you even get access to shares before the IPO?
The IUL Mistake That Cost Millions
By Practice Management Group on Jun 08, 2026
When a financial strategy fails, it’s easy to blame the product itself. In reality, many financial tools are only as effective as the way they’re designed and implemented. A recent example that has drawn attention within the insurance and financial planning industry is the case involv …
AI Advantages
By Practice Management Group on May 06, 2026
AI is no longer just a buzzword—it’s rapidly becoming the driving force behind the next era of innovation, reshaping industries with a speed and sophistication that’s hard to ignore. What once felt futuristic is now embedded in everyday financial decision-making.
IRS Scam Alert
By Practice Management Group on Apr 28, 2026
Important Notice for Clients: Stay Alert to IRS Scam
Let Us Answer Your Taxes Questions
By Practice Management Group on Apr 08, 2026
It is that time of year - are you ready to file your own taxes?
It’s ADV Season — Don’t Just “Update” It
By Practice Management Group on Mar 10, 2026
This time of year, most firms go through the motions of updating their ADV. But this isn’t a paperwork exercise. It’s a risk-management exercise.
Total Impact Kickoff 2026 – Kennesaw, GA
By Practice Management Group on Feb 20, 2026
In January, Mike Canet presented at Total Impact Kickoff 2026, hosted by The Impact Partnership in Kennesaw, Georgia — a week-long event attended by nearly 300 advisors. The focus: tax strategy.