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.
Q1 PMG Meetup: Atlanta, GA
By Practice Management Group on Feb 17, 2026
At the end of January, we held our Q1 Practice Management Group meetup just outside Atlanta in Kennesaw, Georgia. Over two days — January 29th and 30th — nearly three-quarters of our member firms were in the room. About 14–15 advisors attended out of roughly 20 total reps, which is ex …
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.