May 13, 2022 | Featured, Technology
In the last 20 years, a fair amount has been said about “big data” and how to approach it; however, what to honestly do with it and how to make it actionable is somewhat unclear. It follows a high-level – and transparent – roadmap on treating your data and making it work for you. There are five stages in turning data into actions…
May 4, 2022 | Insurance, Wealth
I’ve been getting many questions from business owners on managing their business risks. As a result, I’ve decided to write a series of short posts to address their needs. These are to be educational thought starters. I hope you find them helpful! Now, on to today’s...
Apr 29, 2022 | Coaching/Consulting, Featured, Marketing
This post is an honest attempt to demonstrate that understanding your business’s sales strategy process and identifying what’s working, and what could be improved is as important as understanding your financial strength and technology. Process Improvement Companies do...
