I have been truly blessed to have been given the opportunity to lead so many great insurance professionals over my 40-year career insurance. My formula for becoming a leader is the sum of my own stories and experiences.  Not the experiences in the leadership roles I held, but more from being led by people that … Read more

I had the great pleasure of appearing as a guest on Broker Brett’s podcast recently, and we got to chatting about why my company, Pathpoint, chose to focus on the E&S market. We talked about the fact that E&S simply hasn’t been a focal point for the insurance industry up until now, and I thought … Read more

It kind of sounds like a come-on for a dating site, doesn’t it?   It isn’t. It’s for readers in sales and advisory professions—and may have a unique application to insurance and investment advising. It applies to both veterans and novices, those who have books of business, streams of referrals, legions of people coming to … Read more