Let’s follow up on the March post about connecting with multiple CEOs using a Discover Workshop. In a Discover Workshop, you lead a conversation with...
Strategic Planning: You Can Do This, We Can Help
Business Advisor Series Article 5
Take the 'Tax Season' Challenge and Diversify your Services
Tax pros: you’re about to see all of your clients, which is the perfect time to get them...
Highlight on Advisors
It started with a phone call in mid-May: “George, we’ve been looking for a system to help build our practice. We’d like to see...
This is a true story of a mid-size manufacturing business in a small town. The company was stuck, unable to generate sustained growth. Bill, the...