Everyone is talking about client engagement, but what are firms actually doing about it? Client engagement is not just about “good feelings”; it has emerged as the #1 driving factor in revenue growth.
Doesn’t seem like much time, does it? What can you do in 74 seconds and how could that amount of time be meaningful in your life?
Being an avid sports fan for many years, I have recently become even more intrigued with the “inner game” that allows successful sports icons and teams continue their winning ways. There is much to be learned through the amazing parallels between the sports and business world.
While it is a trend to create a diverse team in a workplace, I have found that companies are still using a standard performance model across the board to measure their behaviorally diverse team’s performance.
Several months ago I started evaluating consulting company’s performance evaluations. With much dismay I have found that most [...]
Over the past twelve years we have been working with financial advisors focusing primarily on practice management. During this period, we have worked with some major influencers, through both formal and informal relationships.