The intent of the vision statement is to extend the limits of the sales team and imbue them within a sense of what they can accomplish, both together and as individuals. When the leader of a small ...

The question “What is your vision statement for your practice?” often elicits funny looks from financial planners. Many individuals chose the financial planning profession because of its orientation ...

You’d be hard-pressed to find an employer whose organization didn’t undergo change in 2020. For so many, it isn’t a matter of whether change occurred but how much and what kind. When you look back on ...