financial-planning

Posts Tagged: financial-planning

3 posts found

Invest to Insure Tomorrow: Why Future Planning Is the Most Neglected Agency Strategy

06/18/2021 · 5 min read

Every dollar you spend in your agency either buys you something today or builds something for tomorrow. Most agencies are spending almost everything on today — and then wondering why tomorrow looks exactly the same as this year.

life-insurancefinancial-planning

Eddie Millan: 20 Years in Financial Services, Top 1% — What Elite Life and Retirement Planning Really Looks Like

06/26/2020 · 6 min read

Eddie Millan spent 20 years earning top industry awards and landing in the top 1% of his peers. His secret isn't a sales script — it's a philosophy about what financial planning actually means for the people who need it most.

taxesfinancial-planning

The Best Tax Advice You'll Ever Get: Fractional CFO Courtney Epps on Agency Finances

09/20/2019 · 7 min read

Courtney Epps spent 16 years running her own accounting practice. As a fractional CFO, international speaker, and author, she's seen agency owners make the same financial mistakes on repeat. Here's how to stop.