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…