As the year draws to a close and you start to plan for 2023, what’s the best way to ensure your team is clear on goals, vision, plan, OKRs and KPIs? I’m sure a presentation deck and a meeting is part of the communication plan. But what if you could do it differently? A recent […]
No one wants to talk about a recession because it sounds painful. Many also believe we can talk ourselves into a recession by wringing our hands over the possibility of one. Successful businesses, though, are realistic. Right now, the tea leaves are rather ominous in what they reveal to those paying close attention. A recent […]
The document communication world has transformed along with the way we work and communicate. In the past, emailing an attachment like Word or Excel documents, Google docs, Powerpoint presentations, PDFs, etc. was defined as document communication. Now, document communication has changed from simply sending an attachment to creating an experience. We live in a world […]
Adam Grant, organizational psychologist and bestselling author, said that the most meaningful way to succeed is to help others succeed. As a leader of your team, how are you in service to your employees and fellow co-workers? How do you put the interests of your team first? We understand that leadership comes with many challenges. […]
Business marketing know-how is one of the most important skills a financial advisor can have (U.S. News). When marketing is done well, it can help you attract and convert prospects, re-engage existing clients, and turn clients into referrals without adding more work to your plate. We understand staying up to date on the constantly evolving […]
