
How Are You Reducing Threats to Your Company?
Jay P., Founder and CEO of a CPA firm, look puzzled when I asked him how he was reducing threats to his company. This was

Jay P., Founder and CEO of a CPA firm, look puzzled when I asked him how he was reducing threats to his company. This was

You are feeling good! Your firm is making progress: revenue is increasing, profits are growing, customer and client retention is working, you’re getting referrals, and

Ed W. dropped his jaw when his financial advisor told him how much money he’d need to ensure the retirement life he and his wife

Corporate training firm founder and owner Elaine felt frustrated that she could never get her firm’s profit to grow faster than around 3% per year.

The tension in his voice was palpable. “I do not know how to set a value based fee and I’m afraid we’ll lose our shirt

I’m going on a bit of a rant this week! I hope you’ll find it helpful. For many years financial advisors, M&A advisors, insurance brokers,

When your intellect doesn’t crank out content in neat hourly increments why should you sell or buy hours? I had a fierce disagreement with a

Chances are that if you were stressed about your business before the pandemic, that stress is greater now. If you weren’t stressed before, you may

Tenacity, resolve, grit, persistence…. We see and hear these words from every source. You need tenacity to reach your goals! Resolve to put one foot

Does it make sense for your company to have a strategy without choosing a pricing model? We think of strategy as the foundation of planning