Lake and road at sunset
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4 Keys to Building A Solid Advisor Transformation Program

Customer expectations are evolving as rapidly as technology. Because of this constant evolution, brands need to adapt how they interact with their customers. Financial organizations are turning to their advisors as an additional marketing channel.…
Think like sharks

Why Businesses Need to Think Like Sharks

Sharks are among the most famous creatures in the ocean. There are many different types of sharks, but they all think similarly. Sharks as a whole have a similar mindset. I often catch myself wondering, how can businesses think like sharks? I…
Most important features of a digital handshake
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3 Most Important Features of a "Digital Handshake"

Business is all about relationships. Professionals working in sales and marketing spend their entire careers developing relationships with prospects. Commercial relationships, like any relationship, needs to be built on a foundation of trust.…