

Jeff Gruehn's Story: The Power Of Proper Small Business Planning
Consider the story of Jeff Gruehn. See how his conviction and persistence dramatically altered the trajectory of a local business that was v


Why You Shouldn't Feel Nervous About Calling CPAs and Attorneys
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