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Dec 17 2019

Anticipate the Market – Today’s Trends Affecting You Tomorrow

2019-11-16T10:04:44-06:00December 17th, 2019|, , , , |

The market is dynamic and fast-moving, and it’s our job as leaders to stay abreast of the changes that will have the biggest impact on our firm, team and clients. When we anticipate the hard and soft trends ahead, we can develop strategies to lead our team to capitalize on those changes. Which trends should [...]

Sep 8 2017

Three Ways to Better Appeal to the NextGen Client

2017-09-08T13:01:07-06:00September 8th, 2017|Our Latest News|

“As a company, you need to get to the future first, ahead of your customers, and be ready to greet them when they arrive.” – Marc Benioff, CEO of Salesforce Your client base is changing. At least it should be to sustain your firm into the future. That’s because by 2025, Millennials will make up [...]

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