In this episode, Steve Fretzin and Brian LaCien discuss:

  • Building systems that create consistency
  • Growing your practice through relationships
  • Learning through mentorship and mistakes
  • Knowing when to push and when to stop

Key Takeaways:

  • Every case is different, but your process should not be. Strong systems like checklists and workflows help you stay organized and

To keep you informed of recent activities, below are several of the most significant federal events that have influenced the Consumer Financial Services industry over the past week.

Federal Activities

State Activities

Federal Activities:

On March 30, the U.S. Department of Labor’s Employee Benefits Security Administration issued a landmark proposed rule that would “democratize”

For decades, we viewed the internet as the ultimate frontier of human connection, a vast, digital nervous system connecting billions of minds. We believed that more content meant more knowledge, and more connectivity meant more truth. But as we stand in 2026, the mirror has cracked. The “Dead Internet Theory,” once a fringe conspiracy whispered