Dr. Michael Brescia, co-founder of Calvary Hospital, shares his story of why he turned down a billion dollar deal - and it was the best deci

The financial services industry faces unprecedented technological, regulatory and demographic changes. From robo-advisors to DOL regulations, some are even concerned about the viability of face-to-face financial distribution Having attended the GAMA LAMP conference every year over the past decade, this year’s was the best one yet and I left the conference feeling more optimistic about our industry than ever before. In my mind, there has never been a better time to be in the f

Most financial advisors are nervous about calling other professionals, such as CPAs and attorneys. They feel like they must have everything covered. Guess what... they don't. Listen to Rick Barone's story to see what I mean. Financial services is really not about the spreadsheets and numbers. It's about the human impact that we can have on others, and this is particularly true for the small business market. There are almost 28 million small businesses in the United States. Ov