Making it Easier to Gauge the Health of your Business
Does your company use continuously updated analytics to make decisions? If you’re like many compan
True Story: How Prioritizing Changes Turned Chaos into a Scalable Business
Learn how one company turned chaos into clarity by learning to prioritize changes—achieving growth
True Story: From 1% to 21% Profitability and 50% Increased Valuation in less than 2 Years
See how one firm went from burnout to breakthrough by managing operations with intention—gaining 2
Be Clear, Be Trusted, Be Hired: How to Avoid Business Uncertainty that Can Injure a Client’s Trust
Building trust with clients is imperative to the success and longevity of your service-based busines
Business Improvement Plan: Your Blueprint for Real, Lasting Growth
In work and personal life, success begins in creating an effective plan for your goals. The first st
True Story: Productive Collaboration Shined the Light on a Potential Successor
This story is one for the books. It shows how productive collaboration showed a leader the path and
Listen to Jen on the Something More Podcast on the Human Connection and Home Work Setup
Remote work has reshaped how financial advisors and business leaders connect with their teams and cl
True Story: Don’t Stash Your Profit-Loss Statement Under the Mattress
Avoid disaster by learning how to improve accountability through profit-loss projections and honest
Offboarding 101: How to Say Goodbye to Not-Fit Clients
Off boarding is a strategic planning solution for advisors either working with too many clients or w
True Story: How $600 million AUM Advisory Firm improved profitability and culture
Clarifying responsibilities helped this firm boost profits, reduce stress, and transform operationsâ