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CEO Compass - Summer 2024
Posted: July 15, 2024
In the simplest terms, employees want to feel heard and supported. It’s up to company leaders to navigate these expectations if they want to remain competitive in the current labor market.
10 Ways Current Clients Can Get You More Clients
Posted: June 27, 2024
Your clients should want to see you succeed. They can act as your ambassadors if they know what to look for and how to bring your name into the conversation.
Financial Planning for the 21st Century: Know the Differences
Posted: June 26, 2024
Knowing which financial planning vehicle to use ensures a more comprehensive financial plan for your client. Being well-informed about structured settlements or Roth IRAs, for example, can make a significant difference when it matters most.
5 Tips to Draft a Captivating Story
Posted: May 23, 2024
Drafting a captivating story can be difficult. But with the right tips and tools, a white screen can quickly become an experience that takes readers on a journey.
How Listening Makes You a Better Storyteller and a Better Manager
Posted: May 21, 2024
In the language of business where numbers are the script, accountants are the best-suited storytellers to bring these numbers to life, aiding in the development of their teams and the success of their clients.
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