Tag: management

Must-have skills for the new world of work There is no doubt that AI will replace humans. Humans who understand ...

Renewal and relationship are not one and the same must frame our conversations with clients in a way that supports ...

High-leverage moves to finish the year strong and “plant seeds” for a successful spring If you’re not proactively checking in ...

The power of local philanthropy for independent agents do not need a huge platform or a million-dollar budget to make ...

  Planning, measuring, recruiting, getting organized, communicating Why be intentional about retention? It starts with caring about clients and results ...