We have all heard the phrase, “The customer is always correct!” But what happens when the client wants more than what has been budgeted? What happens when the customer has expectations that have not been wholly communicated? What happens when the challenges overshadow the benefits of their business? Make it Bigger! I first noticed Tom […]

It’s the end of the world as we know it… Coming out of the spring and into the summer this year, our advisors had been warning us for months: “be prepared, a wave of resignations is in the works, and you won’t be able to escape it.” They espoused methods and approaches to retain employees […]