How Video can Impact Your 2023 Growth Strategy
Includes Q&A - with Duncan, Laura, and Sharon
Tuesday, February 21st at 12 pm ET
Top advisors today are using video as a key component in their growth strategy. Digital media has become one of the most important ways to communicate with clients and prospective clients.
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From Vapor to Paper
2022-03-15 • 2 minute read

Professionalizing every aspect of your business - from your agendas to your onboarding process to your office itself - and infusing each element with your brand, governed by replicable process, is the key to moving from the business running you, to you running the business. Documenting your process absolutely builds enterprise value.

If you’re going to tell people you have a process, it helps to actually have one. You can’t just tell them about it, either. You have to show it to them.

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