If you run an insurance agency, you will need to work smarter. In fact, you must continuously look for ways to optimize your efficiency and operations. A big part of your job is to handle your business finances. This is where you need to ensure the best financial practices. Although growing your insurance business is … Read more
Welcome everyone! Welcome to the 424th episode of the Financial Advisor Success Podcast! My guest on today’s podcast is David Grau, Jr. David is the President of Succession Resource Group, an advisory consulting and valuation business based in Portland, Oregon that serves independent financial advisors with RIAs and broker-dealers. What’s unique about David, though, is … Read more
“That’s the small one,” Bezos commented. “Mark 2 is twice as tall and twice as wide.” These are impressive vehicles, built on a large scale. They’re important first steps toward delivering cargo—Mark 1 could launch within the next 12 to 18 months—and eventually crew. But none of these next steps can happen without New Glenn … Read more
By M. Marin NASDAQ:NVX READ THE FULL NVX RESEARCH REPORT NVX has successfully attained four key objectives, including securing upfront demand & funding Novonix (NASDAQ:NVX) hosted an Investor Day last week that we attended virtually. As the company contributes to the development of a North American-based supply chain to support the battery and clean energy … Read more
The decision to initiate a Guidewire cloud migration should not be made lightly. Like any key decision in life, it is best to find experts, so not to incur potentially large expenditures in the future to fix a poor implementation. Between the financial investment, the large and potentially unknown risks, and the career implications determined … Read more