Superwoman and the Bus to Happy Business Land
What is means to transform a business and being Superwoman and a tour guide all at the same time...
Client Segmentation: Why Clarifying and Limiting Our Business Actually Helps it to Grow
Like the adage goes, you can't please everyone. And, you shouldn't try or your business will pay the
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
True Story: How Off Boarding Clients Improved the Client Experience and Sustainable Growth
Discover how advisory firms can scale operations without burning out by offboarding clients and stre
Client Segmentation frees you to grow and prosper
To achieve success, firms must decide to service less, off board clients, or hire additional staff.
Stop dying and start living! Why you MUST learn to build a strategy team to experience positive growth, culture, and profitability
Without a strong strategic team, you can kiss away the idea of positive growth, culture, and profita
Simplifying the management of a Tax and Wealth Management business
Managing a tax and wealth management business isn’t easy. But it can be. And it is the fastest and
I blame Michael Kitces and myself
Let's play the blame game! I blame Michael Kitces for pushing the independent industry into the mode
The IDEOS™ method to transforming your mind and business strategy
Below is the cliff notes primer on my IDEOS™ method and initiative planning that has helped transf