An Academy Member recently brought up a problem that’s pretty common. He’s running short on time; in his words, his “time is getting lost.” He’s already determined that the highest and best use of his time is conducting seminars and initial consultations. That being said, he is also personally involved on some level with every […]

We live in a litigious society. It’s not unusual for lawyers to find themselves the target of a lawsuit. The frightening thing is that, even if you provide high quality legal services, you’re not immune from lawsuits. In fact, your odds of being sued are more closely related to the way you practice law than […]

“Don’t have a funeral for me when I’m gone.” People say this, not realizing while the memorial service is about them, it’s not really for them. Funerals are for those still living who grieve the loss of someone they love. Funeral and memorial service rituals help recognize this transition, socially acknowledge the death, and help […]

During our recent national event in New Orleans, I gave a presentation about the rapid changes in technology that have devastated a number of industries and professions. I commented that every group thinks their business is exempt. Even as the last one goes out of business there is this surprise and wonder that it could […]

The words “Nice Bike” to all who attended the Summit, including the entire Academy staff, never meant so much until the New Orleans event. Our guest speaker, Mark Scharenbroich, author of Nice Bike: Making Meaningful Connections on the Road of Life, did more than make a keynote presentation. He honored, acknowledged, and connected with all of us […]

Following is an important study on elder abuse that you should take the time to read and pass on to your centers-of-influence who work with seniors: NCPEA, in partnership with the MetLife Mature Market Institute and the Center for Gerontology at Virginia Tech, has released a study that examines the depths of financial exploitation against the […]

Many of us have found ourselves complaining, or have heard clients complain, about HIPAA. Hospitals and doctors’ offices now require the completion of additional paperwork. Hospitals, doctors, and health insurers sometimes refuse to share information with patients or with family Members, citing HIPAA as the barrier even when it isn’t. But recent news reminds us […]

Being a marketing professional, I’m always watching trends in demographics to identify new or expanding opportunities, and today’s entry might be a wake-up call to many of you. If you are not targeting affluent women, you are in for a rude awakening. There is a female revolution taking place – not only will women continue […]

Wellington R. Burt, who died back in 1919, was apparently not very fond of his family. The multimillionaire did not want his fortune to pass either to his children or grandchildren. He locked the money into a trust, providing minimal allowances to immediate family Members during their lifetimes and barring distribution of the trust corpus […]

During a recent Peak Performers’ session one of our participants mentioned being undercut on price by a competitor. It reminded me of an important principle, one that if neglected guarantees under-performing results for your firm. We’ve all confronted this before. A prospect comes in, spends an hour or more of free time in our complimentary […]