Change is a Threat or an Opportunity

The speed of organizational change has been accelerating. Disruption. Reorganization. New leadership. Retrenchment. Competitive threats. By any name, change is absolutely expected, often feared and seldom understood. When someone “moves your cheese,” and you face a corporate development that will rock your world, how will you respond? Having been through several mergers and countless acquisitions in read more…

Eat. Sleep. Law. Repeat.

Sound familiar?   Neil had set his career on autopilot. Every day, the same old routine. He found himself just going through the motions until one day, he realized his firm wasn’t working for him anymore. He was billing the hours, his clients were complimentary of his work and he’d been named partner. His “success” read more…

Why Niche Marketing Works

By Trish Gottesman You may already be familiar with the term “niche marketing” and, in some cases, may already be applying the core principals to your practice. If you’re not, now is the time to take a hard look at how focusing more specifically on your target market can grow your book of business by read more…

Second Generation Opportunities

by Trish Gottesman One of the easiest ways to up your client service game is by talking to your clients about the next generation.  After all, in many cases, your client’s children impact the family’s financial plan.  College funding? Wedding planning? Business succession planning? The list goes on. Helping your clients plan with an eye read more…

How to influence influencers

by Teresa Dougherty The value of referrals cannot be overstated when it comes to gaining new clients and growing your business. But, how influential are your centers of influence — those professional clients who include CPAs and attorneys? “Influencer marketing” is more than just a trendy buzzword. Marketing your business by optimizing your influencers can read more…