3G Insights

Empowering the Financial Services Industry with Insightful Knowledge and Proven Practices.

“A Rising Tide Lifts All Boats”

Business Operations Versus Practice Management Image

Practice Management vs Business Operations: What’s the Difference and Why Does It Matter?

What's the Difference and Why Does It Matter? Discover the answers in this article, exploring key distinctions, real-life examples, and strategies for growth...

CRM Best Practices for Financial Professionals

October 21, 2024 / ByGreg Pelletier CFP®, CLU®, CHFC® / CRM Optimization /

Discover CRM best practices for financial professionals to enhance client relationships, optimize data, streamline workflows, and drive business growth...

Greg and Megan on dance floor for last song.

How Wedding Planning Reinforced Client Experience

September 16, 2024 / ByGreg Pelletier CFP®, CLU®, CHFC® / Practice Management /

Discover how personalized client experiences and strategic CRM insights can boost your business, improve retention, and drive long-term growth...

Are You Ready for the next Wave of Life Insurance Technology?

August 27, 2024 / ByGreg Pelletier CFP®, CLU®, CHFC® / Technology /

In this article, I explore the future direction of life insurance technology, highlight specific game-changing innovations, and discuss how I help companies build a...

About Greg

I love sharing ideas, best practices, and connecting with people. Subscribe now for future content and to stay in the loop!