Sometimes the Biggest Obstacle to Growth Is You
By Practice Management Group on Jan 26, 2026
Recently, we heard from an advisor we work with after a dinner we had together. He wanted to share what had changed once he finally implemented several recommendations we had been discussing for quite some time. The results were immediate.
Windfall Elimination Is Gone — Did You Use It to Serve (and Grow) Your Practice?
By Practice Management Group on Jan 12, 2026
The Windfall Elimination Provision was eliminated over a year ago. The real question is: did you talk to your clients about it? Did it show up in: Your client newsletter? Prospecting emails or letters? Educational YouTube videos? Facebook or LinkedIn posts?
2026 Planning: Stop Being a Producer and Start Building a Business
By Practice Management Group on Jan 06, 2026
Happy New Year. The start of a new year is always a natural time to reflect. What worked? What didn’t? Did you hit your personal and professional goals — or simply stay busy? As you evaluate your business coming out of 2025 and look ahead to 2026, there is one decision that matters mo …