What Do Your Clients Really Think About You?

We all strive for 100% client satisfaction... but that’s nearly impossible. But we can get closer by asking the hard questions and not making assumptions...

2022-06-10T15:26:42+00:00June 8, 2022|Vlogs|

Change Happens

Since the beginning of time, humans have been telling one another, "Our world is changing more quickly than ever"...it always has, and always will. So why have the irrational need to be reminded? Check out John Capuano's quick video below for more.

2022-06-03T15:57:08+00:00June 1, 2022|Vlogs|

What’s A Business Without Its People?

Workplace happiness can be a tricky thing to achieve, never mind quantify. There are 3 questions managers should be asking their employees regularly to gauge their job satisfaction.

2022-05-25T21:25:47+00:00May 25, 2022|Management, Practice Management, Vlogs|

Shrink Your Playbook for More Effective Marketing

We see so many in the financial industry try to compete with "siloed" marketing tech. Without platforms and people working together, it gets expensive...and inefficient. Watch my 1-minute video to learn why it's important to consolidate your tech and shrink your marketing playbook.

How to Achieve Your Company’s Digital Transformation

A digital transformation for your business takes time. It's a paradigm shift, and it's important to calculate benchmarks along the way. Check out John Capuano's 1-minute video below to learn more!  

Your Tech Stack: When Less is More

It’s easy to see the next piece of shiny new tech and think it’s going to solve your problem, but have you considered how it will integrate with your current tech stack? Do you have a team in place to use it properly? Click below to learn why chasing the [...]

2022-03-17T15:59:09+00:00March 17, 2022|Digital Marketing, Marketing, Vlogs|
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