What Shohei Ohtani Can Teach Us About Securing Future Income

By Practice Management Group on Oct 20, 2025

With the World Series approaching, many of us are watching closely to see who will face the Los Angeles Dodgers. And while champions will rise and fall, one name continues to capture the attention of baseball fans and financial professionals alike: Shohei Ohtani.

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How I Took a Month Off and Still Closed $13.2M in New Assets

By Practice Management Group on Oct 16, 2025

It’s been a little while since our last blog post, and that absence was intentional. Over the past month, I’ve been traveling. Not checking in from the road. Not taking calls between excursions. Fully away from the day-to-day operations of my practice.

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