When I titled my new book Full Circle, I didn\u2019t just pick a catchy phrase\u2014I picked a truth.<\/p>\n
In life and business, we often think progress means always moving forward. But the longer I\u2019ve worked in the retirement plan industry, the more I\u2019ve realized that growth often means coming back to where we started\u2014this time with clarity, experience, and purpose. Full Circle is about that return. It\u2019s about rediscovering why we got into this business in the first place\u2014to help people. To do the right thing. To build something meaningful.<\/p>\n
It\u2019s about survival and the neveending desire to pull through.<\/p>\n
This book is for the plan providers\u2014the advisors, TPAs, ERISA attorneys, recordkeepers\u2014who want to grow their business the right way. It\u2019s about how to navigate the noise, avoid the pitfalls, and keep your compass pointed toward value and integrity. I talk about the mistakes I\u2019ve made, the battles I\u2019ve fought (sometimes with myself), and the moments where everything came together to remind me why I do this.<\/p>\n
Full Circle will be available in paperback and Kindle on Amazon starting June 9th. But if you\u2019re as impatient as I am, Kindle pre-orders are open now.<\/p>\n
And because this book isn\u2019t just a book\u2014it\u2019s a conversation\u2014I\u2019m hosting a free webinar to talk about the ideas inside it. What does it mean to go full circle in this business? What does sustainable growth really look like? How do we help plan providers not just survive, but thrive?<\/p>\n
Join me for the webinar here: Free Webinar Registration<\/a><\/p>\n Whether you\u2019ve been in the industry 30 years or 30 days, Full Circle has something for you. Not just strategy\u2014but purpose.<\/p>\n See you there.<\/p>\n <\/span><\/p>","protected":false},"excerpt":{"rendered":" When I titled my new book Full Circle, I didn\u2019t just pick a catchy phrase\u2014I picked a truth. In life and business, we often think progress means always moving forward. But the longer I\u2019ve worked in the retirement plan industry, … Continue reading