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We guide clients in the process of ongoing realignment with their vision. As partners in this process, we know our work isn’t finished after one or two meetings—that’s why we work hard to pass on important information, new perspectives, and content that keeps you on track with your vision.
Every day counts with your strategy
It is exciting to begin a new year with goals and aspirations for your business. Most companies establish annual goals as part of their operating plan; longer-term strategic plans are built on initiatives that move the business toward a future state vision. Annual and...
Choices to focus your business plan
Here are 3 sets of closely related choices – areas of focus - to help make sure you get the most from your business plan. Eliminating Pain Points vs. Progress in Strategy Execution I recently met with a CEO to organize a strategic planning meeting with his leadership...
Wealth Management 2021: Five Themes to Guide Your Business
When compliance and business development work in tandem, everyone wins. Individualized Advice – The Covid event increased demand for financial advice covering everything from asset management and growing wealth to wealth transfer. The long-awaited move into a...
Strategic Leadership 2021: Lessons from Strategy Class
When compliance and business development work in tandem, everyone wins.Strategic leadership means leading for today, tomorrow, and beyond. It manifests through helping shape a continually evolving organizational paradigm while operating effectively in the current...
2020 Hindsight: Learning for Tomorrow
When compliance and business development work in tandem, everyone wins.So many terms come to mind to describe 2020: Unexpected. Uncertain. Uncomfortable. Distressing. And through the gyrations of the year, many leaders saw levels of agility, adaptiveness, and...
Think Tomorrow, Act Today: Making Strategy Matter
When compliance and business development work in tandem, everyone wins. For most organizations, 2020 was heavily tilted toward understanding – understanding COVID-19 and its impacts to daily life and business, causes and solutions to racial problems, and how to find...
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