05/20/2024
With so many insurance products and financial services in the market, advisors specializing in a “niche” can have many meanings. The latest issue of Aspire Magazine looks inside niche markets and highlights overlooked opportunities and practical approaches and tools for honing the pitch to mine these markets. Read Mitch’s full article, published in Aspire magazine’s May/June issue.
From the Data Room to the Boardroom: Artificial Intelligence and Fiduciary Duties
Posted on 11/06/2026
As artificial intelligence (AI) moves from experimentation to enterprise infrastructure, governance around AI is changing. For directors, overseeing AI is becoming less about t...
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Advancements in Supplemental Executive Retirement Plan (SERP) Design in Acquiring and Retaining Key Talent
Posted on 09/17/2026
Replacing a key executive can cost more than 100% of that leader’s annual salary, before accounting for lost institutional knowledge, disrupted strategy, and weakened cli...
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