strategy

Delegation: Helpful or Hurtful

As leaders in the workforce, we often find ourselves juggling multiple responsibilities, making decisions, and managing teams on a daily basis. In the fast-paced world of business, one key skill that can make a significant difference in our productivity and effectiveness is delegation. Delegation is the art of entrusting tasks and responsibilities to others while maintaining accountability for the outcomes.…

Building Your Book of Business

Many industries across America, including financial services, depend on growing a client base in order to stay afloat. Growing your book of business is essential for long-term success and sustainability, especially in the competitive financial services industry. Whether you are a seasoned professional or just starting out, implementing effective strategies to attract new clients and expand your client base is…

Client Retention: More Important Than Ever

In the ever-evolving landscape of Corporate America and especially in the financial services industry, the ability to retain existing clients is crucial for sustainable growth and success. As professionals in the industry, you understand the importance of building strong relationships with your clients and providing them with exceptional service tailored to their needs. In this newsletter, we will explore some…