Blog
Microsoft 365 prices rise July 2026. Here's what to check on licenses, Copilot bundling, and contract terms before you renew, and what it could save you.
Per-site telecom pricing varies far more than most companies realize. Here's how advisors benchmark cost per Mbps across a multi-location client.
Commission errors are common and recoverable if you catch them. Here's the seven-step process for documenting, disputing, and collecting what you're owed.
Commission terms, evergreen clauses, non-solicitation scope, account ownership: the contract details independent advisers should check before signing.
Broader supplier access costs commission somewhere. Here's how to calculate whether the access you're buying is worth what you're paying for it.
MDF and co-selling only help if smaller advisors can actually use them. Here's how to tell real pipeline support from a content library.
From the first 48 hours to deal escalation, here's what real solution engineering and back-office support looks like once you hand off a deal.
Account ownership lives in the contract, not the sales pitch. Here are the five clauses that decide who keeps the client if things change.
Supplier counts say little about cloud, security, and AI depth. Here are six tests that show whether a distributor can support advanced deals.
Real-time reporting, residuals if you leave, and what happens if your distributor gets acquired: what independent advisers should know about commission tracking.
