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Learn From Experts

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.

To Navigate Disruption in Finance, Ask the Right Questions

To Navigate Disruption in Finance, Ask the Right Questions

When compliance and business development work in tandem, everyone wins.Businesses that earn and sustain relevance are rewarded with valuable repeat customers, deeper relationships, referrals, positive word-of-mouth and recurring revenue. When finance professionals...

Master Your Metrics

Master Your Metrics

When compliance and business development work in tandem, everyone wins. The bottom-line matters. The key question: What is the right bottom line for our business? We often hear leaders announce plans to cut expenses without impacting the customer experience. Great...

The Power of the Process

The Power of the Process

When compliance and business development work in tandem, everyone wins. Recently, I was engaged to lead a strategic planning exercise for a company navigating challenges resulting from the Covid pandemic. The first meeting was with a board member and the CEO to...

Organizational relevance: Why is it so difficult?

Organizational relevance: Why is it so difficult?

When compliance and business development work in tandem, everyone wins. What is organizational relevance, and why does it matter? In a business setting, relevance refers to an organization’s pertinence, its meaningfulness, its importance to employees, customers and...

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...

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