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Episode 56: LBM Flash Moments: Expectations – A Simple Path to Team Improvement

I discuss the importance of expectations, mentioning my firm’s successful implementation of an expectation plan. I note that focusing on one key expectation per person simplifies improvement. I also talk about the challenges of maintaining weekly meetings due to my busy schedule and how spreading them out has made them more enjoyable. I preview an […]

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Episode 47: LBM Flash Moments Retaining Clients And Fostering Loyalty

I believe that client retention is one of the most important aspects of business. It’s not just about transactions—it’s about building long-term relationships. It is important to communicate proactively and truly understand your clients’ businesses. One of the things I’ve learned over the years is the power of reaching out without an agenda. Sometimes, a

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Current Projects

Welcome Back! Today we want to give you an inside look at some of the exciting projects we are currently working on.  Learning About Advanced Asset Protection  One of our top priorities right now is deepening our knowledge of advanced asset protection strategies. This includes diving into Private Placement Life Insurance Trusts, Restricted Trusts, Foreign

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My Journey from Law to Podcasting and the Power of the OGC Model

Change is a constant in the world of business. Whether it’s new technology, shifting market demands, or evolving legal landscapes, staying ahead requires a willingness to adapt and innovate. As we countdown to the launch of “Light Bulb Moments” podcast, I wanted to share my personal journey of embracing change and how it has shaped

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Embracing Lifelong Learning: A Journey of Discovery

Only 29 days left until the launch of our “Light Bulb Moments” podcast, and today we want to dive into a topic important to both personal and professional growth: lifelong learning. Lifelong learning goes beyond formal education. It’s about cultivating a mindset that values curiosity and growth throughout every stage of life.  Throughout professional development

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