by Henry DeVries | Jun 8, 2026 | Money
Are you making the right moves now to ensure you win the retirement game? A retirement strategy without a long-term care plan is at risk of being checkmated by medical costs, often with devastating results for couples. Planning ahead for the inevitable rise in medical...
by Max Valva | Feb 22, 2026 | Money
For many agency owners, retirement is supposed to be the reward after decades of work. But according to financial consultant and author Spencer Ford, it can quickly turn into a financial nightmare if agency owners fail to prepare for the biggest threats waiting on the...
by Casey Brown | Jun 26, 2024 | Money
[Editor’s note: I met our guest columnist, proposal pricing expert Casey Brown, when she delivered a keynote at the 2024 Build A Better Agency Summit (BABA) last May in Denver.] Have you ever been called a talentless clown by a client? No? Me neither, but...
by Henry DeVries | Apr 8, 2024 | Money
Most small to midsize agency boards are advisory, not fiduciary boards, and for a good reason. “Agency owners want advice, but they don’t want to give up control to outsiders,” says Bruce Werner, strategic advisor to private company owners and author of the book...
by Henry DeVries | Sep 13, 2023 | Money
My father used to say as a business owner, “Your goal should be to complain about your high tax bill.” Apparently, he was wrong. If you are in the business, you should do more than just focus on increasing revenues by finding more new clients. “Most people think...
