When you help others achieve success, magic happens. “I’m a big believer of the law of reciprocity—you only get what you want to give,” explains Umberto P. Fedeli, president and CEO of The Fedeli Group, one of the largest privately held risk management and insurance firms in the state of Ohio…
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Ask the Accountant… Question: I have an older desktop version of QuickBooks Premier (too embarrassed to mention the version/year). So far, it seems to work fine. What are the disadvantages of staying on an older desktop QB version? I have a sense there’s something I don’t know but should. Answer: By using an old version…
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Goldstar’s Kenny Ved is a longtime advocate of cooperative diversity growth in our industry. His unique perspective as an Asian-Indian person and his leadership position at Goldstar have given him the great responsibility of thoughtfully approaching diversity to educate, inform and grow the market’s success…
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Marty Lott, founder of SanMar, shares his famous yellow T-shirt story and explains to host Greg Muzzillo that what was a complete disaster quickly turned into recognizing two foundational principles that are key to driving success. Tune in to Million Dollar Monday, a new video and podcast series for people with big dreams…
Read MoreIt’s a provable fact that companies that invest in developing their brand’s online presence in a structured, consistent way, experience sustained growth. However, smaller distributors have big misconceptions regarding digital marketing for their business, as shown in frequent discussions about online marketing…
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Ask the Accountant… Question: I produce my month-end statements and then do my reconciliations whenever the statements are ready. Is that the right order? Answer: Reconciliations are an important step in keeping your data up to date. Reconciliations are a safeguard that your numbers are correct, or at least entered in your system. A reconciliation…
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DeShaun Diggs shares his thoughts on the expanding need for diversity recruitment and diverse sustainability in this industry. As someone who is able to articulate the value of racial and generational diversity to fellow industry leaders, DeShaun continues to be an advocate for a more inclusive market…
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To many, it is just a bathroom mirror. However, for poker legend and 15-time World Series of Poker Bracelet winner Phil Hellmuth, the bathroom mirror was his key to success. I recently interviewed Phil for my video series, Million Dollar Monday (M$M) and he told me his bathroom mirror success story. When Phil was younger,…
Read MoreFrom a management perspective, we are oddly more optimistic than our sales professionals this year. We are optimistic because there are some real winning industries that have continued to grow despite the pandemic and show no sign of slowing down. We are optimistic because investments in prospecting are now showing results…
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Amy Williams is an innovative industry leader. In her role as CEO of AB Unlimited Worldwide, she focuses on highlighting the best in those around her and creating pathways of success for those in the industry. Amy encourages leaders to “confront the uncomfortable” as part of their regular leadership approach…
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