“Go from know it all to learn it all.” This past week I was fortunate enough to connect with some incredible leaders in our Retirement and Income Solutions lines of business. I was surrounded by so much expertise and experience with a hunger to explore how we continue to elevate ourselves and our teams. For…
2 months left in the year. Insert every cliché you can think of – time flies, can’t believe the year’s almost over, blink and it’s over. Some may look at 2 months to go and start thinking about what to focus on in 2025. My challenge to you is to look back at those promises…
When the word disruption surfaces, many tend to think of a negative event that creates a hurdle we must overcome. Disruption interrupts the path we have created in our minds of what we ideally would want to happen. This past week reminded me there’s another side to the word disruption that promotes something we all…
With the start of basketball season upon us, one of the first fundamentals we’ve started with on my son’s 3rd grade team is shooting mechanics. If you research coaching shooting mechanics, it’s a consistent recommendation to have players start shooting close to the basket and then move further away. Even if you analyze the best…
The other day I was having a conversation with a good friend that had recently switched to work for a new organization. The previous organization wasn’t the right fit and long term didn’t match my friend’s personal goals and vision. Now, the organization and vision align extremely well. As we were talking through the excitement…
The other day I ran across a question that made me pause. If you were to start a podcast, who would be the first person you’d want to invite? Two names popped into my mind – Charles Barkley and Adam Grant. Maybe not a pair of names you’d expect to go together but I’ve always…
It had been a little over a year since we lost our dog, and our family felt like we needed another 4-legged friend running around our house. My wife was on the hunt for a dog that would work for our kids’ allergies and landed on a great dog rescue organization called Forever Home Dog…
Working in the retirement industry for 17 years, I’ve noticed there has been nonstop change. Whether it’s legislation like SECURE 2.0 or consolidation of recordkeepers and asset managers through acquisition, there is constant need for adaptation. While the industry remains fluid, one discipline has never wavered – the importance of saving early. When we save…
“Be not afraid of growing slowly, be afraid only of standing still.” – Chinese proverb One of the most difficult forces we face in our growth journey is the magnet of comfort. Lately I’ve found myself going through the motions a little too often in a couple areas of my life. Once I feel the…
One of my favorite commercials I’ve run across recently is one from Red Bull with monks in a sand garden. It’s the subtle genius of it. The commercial shows a young monk raking an area of sand in circles. He started from the outside and worked his way in close to the center only to…