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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.

Earning and Sustaining Relevance as a Wealth Adviser in 2023

Earning and Sustaining Relevance as a Wealth Adviser in 2023

Success as a wealth adviser comes from earning and sustaining relevance with clients. Relevance is the pertinence and importance an adviser earns in the financial life of a client. When you are the client’s first call to discuss meaningful topics affecting their...

The Value of Self-Initiated Disruption

The Value of Self-Initiated Disruption

Recently, I watched a series of fintech startup investor presentations. These early-stage companies sought VC funding to take their ideas to the next level of commerce. By the fifth presentation, I heard the term “disruption” so many times, it sounded like an...

How People Development Makes a Company More Competitive

How People Development Makes a Company More Competitive

Organization leaders hear it every day: “It’s difficult finding qualified employees.” “People don’t want to return to in-person work.” “Now we have to think about employee well-being; what’s next!” The ones who say that may not be people development advocates. In...

Preventing Strategy Scope Creep

Preventing Strategy Scope Creep

When compliance and business development work in tandem, everyone wins.My daughter encountered scope creep recently after spotting a cockroach in her old, Queens, N.Y., apartment building. In a moment of courage for someone with an insect phobia, she grabbed a broom...

Which Niche? Get clear about how you want to play.

Which Niche? Get clear about how you want to play.

When compliance and business development work in tandem, everyone wins.It’s said that in Hollywood, there are only a handful of basic movie plots: David and Goliath, rags to riches, quest, comedy, tragedy, rebirth. Characters, twists and turns, and the details vary,...

The change leader’s view: Why sustaining relevance matters

The change leader’s view: Why sustaining relevance matters

Madison Square Garden in July 1928 was buzzing with motor car enthusiasts, press and curious spectators, as a major industry event was unfolding. The site amplified the fanfare surrounding the introduction of a new automobile brand. On cue, curtains open from a side...

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