Month: April 2022

Agency Journey Episode 20 (Y15M11)

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Towards the end of last year, we had a client engagement that did not go well. Without getting into details, here’s what happened: the matter got so serious that we needed to get professional liability (errors & omissions) insurance involved. The insurance company assigned us a lawyer and there was a date set for mediation, where, hopefully, we could settle on an amount and move on. This case hung over us like a dark cloud […]

The Emotional Bank Account Applied to Agency Business

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The Emotional Bank Account Concept The 7 Habits of Highly Effective People by Stephen R. Covey is one of the most popular and best-selling personal development books of all time. I’ve had a copy since college when a friend gifted it to me, but I didn’t truly appreciate its lessons until recently, when I revisited the book for our quarterly Barrel Partners meeting, where the four of us shared our respective takeaways. One of the […]