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...
When compliance and business development work in tandem, everyone wins. In business, competition for the highest value resources – human, physical, economic, non-economic – is constant and a given. Less clear is what leaders can do to differentiate their...
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...
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...
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...
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...
