Kelly MaxwellDec 21, 2021“A goal without a plan is just a wish."It is that time again, where advisors and their teams are planning for a new business year. 2022 brings a fresh start and new opportunities.
Pat GiesbrechtFeb 25, 2021Video: Monetizing Client FeedbackCollecting client feedback is not only for enhancing the client experience. It goes much deeper!
April-Lynn LevittDec 1, 2020Nov E-News: 'Tis the Season for Business PlanningDo you have a business plan? Better yet, would you say it's comprehensive; having strategies, vision, goals with action plans and timelines?
April-Lynn LevittNov 6, 2020Video: Steps to Effective Business Planning for AdvisorsSteps to Effective Business Planning for Advisors