A personal encounter with the medical system led to a decision that making a difference required a different approach. So Adam Berkowitz launched an agency that takes a new-day perspective in its operations and interactions with clients.

What you'll learn from this episode:

• The personal experience that began the process.
• Leveraging technology to control expense and enable scaling.
• Focusing on being educational and consultative.
• The St. Louis market and its influence.
• Working with the shifting mindset of clients.