When I titled my new book Full Circle, I didn’t just pick a catchy phrase—I picked a truth.
In life and business, we often think progress means always moving forward. But the longer I’ve worked in the retirement plan industry, the more I’ve realized that growth often means coming back to where we started—this time with clarity, experience, and purpose. Full Circle is about that return. It’s about rediscovering why we got into this business in the first place—to help people. To do the right thing. To build something meaningful.
It’s about survival and the neveending desire to pull through.
This book is for the plan providers—the advisors, TPAs, ERISA attorneys, recordkeepers—who want to grow their business the right way. It’s about how to navigate the noise, avoid the pitfalls, and keep your compass pointed toward value and integrity. I talk about the mistakes I’ve made, the battles I’ve fought (sometimes with myself), and the moments where everything came together to remind me why I do this.
Full Circle will be available in paperback and Kindle on Amazon starting June 9th. But if you’re as impatient as I am, Kindle pre-orders are open now.
And because this book isn’t just a book—it’s a conversation—I’m hosting a free webinar to talk about the ideas inside it. What does it mean to go full circle in this business? What does sustainable growth really look like? How do we help plan providers not just survive, but thrive?
Join me for the webinar here: 👉 Free Webinar Registration
Whether you’ve been in the industry 30 years or 30 days, Full Circle has something for you. Not just strategy—but purpose.
See you there.
