Blog

We all search for the least chaotic place to work and think. However, your location could hurt your productivity. Here's why.... When we do our ops strategy calls with our business owners, they expect us to hear everything they say. They...

Pershing Panel on Integration being Key to Delivering Optimized, Digitized, Ultimate Experience Gartner's Paul Sussman, Albridge's Tony Johnson, NextCapital's Rob Foregger, and I discussed and answered questions at Pershing's Integration,...

Kaizen (改善?): Japanese for "change for better". (Wikipedia) By Guest Author Landon Tymochko, CFP ®  I am a Black Belt. Not the Bruce Lee, or Tai Kwan Do kind, but the Lean Six Sigma type. If you’re confused, it’s probably because you...

   I’m back with the next step in building out your virtual COO! We’ve found that functions, roles, and responsibilities are not being reviewed enough to find methods to eliminate work and burnout. We all know that your people represent...

  We understand that not every owner wants to manage a growing business.  Fortunately, there are many firms you can join, have as an equity partner, or be acquired by. Each offers a different arrangement such as: provide cash in...

We had a great time building out tech plans and identifying capacity gaps at T3 Tech Tools this year! The take away worksheets are shown below. As always, we are here to help if you would like help navigating as you strive for operational...

I am very excited that we are about to kick off a new series about how to build your own virtual COO. The following posts will pick apart each of the operations of the business and we will talk about the tools, the people, and the...

Potential talent is hard to find. Other businesses are offering perks you can't compete with. Productivity is dragging. How do you attract, retain, and energize talent while also answering the needs of your business? Step #1: Identify 3...

We live in the age of communication. And there are more ways to communicate today than ever before. “Did you get that email I sent? Or the text? Or the tweet?” There’s no doubt you have heard these statements more than once. Communicating...