TECH: Monday-HR system for personal activity tracking, separate cell phone for business/personal, Riskalyze legacy questionnaire preferable to the newer, more detailed version. Wealthbox-Brockmann's office using it, good experience so far.
MANAGEMENT: Entrepreneurial Operating System (EOS) by Gino Wickman a solid guide to building out a Service and Operations framework for small businesses.
PRODUCTS: RILAs have been good for the past year, Principal, Athene, Trustage have been good partners; Corebridge for VAs
TECH: Monday-HR system for personal activity tracking, separate cell phone for business/personal, Riskalyze legacy questionnaire preferable to the newer, more detailed version. Wealthbox-Brockmann's office using it, good experience so far.
MANAGEMENT: Entrepreneurial Operating System (EOS) by Gino Wickman a solid guide to building out a Service and Operations framework for small businesses.
PRODUCTS: RILAs have been good for the past year, Principal, Athene, Trustage have been good partners; Corebridge for VAs