I’ve been out to a number of clients who don’t have a benefit plan. There are some business owners that I’ve met that are attempting to self-manage their own benefit plan. They see that it’s a necessary step to help attract and retain employees. Introducing a benefit plan helps to legitimize the company in the eyes of employees, suppliers and … Read More
Why is it Good to be Disruptive in the Employee Benefits Industry?
By definition, Disruptive means “causing or tending to cause disruption”, but in business, it generally refers to “innovative or groundbreaking”. My 15-year son being disruptive in his classroom is not encouraged, but it takes guts to be a trailblazer in the business world. Also, if you’re successful, then the masses will follow. Who Said a Tiger Can’t Change Its Stripes? … Read More
Are You One of the 65% of Business Owners Making This Financial Mistake?
I talk to at least a dozen business owners a week. The crux of our conversations is around how they may want to look at the finances within their businesses a little differently. It could be about items that could be legitimately expensed but aren’t, getting money out of their businesses tax effectively, how they can use their business to … Read More