[Business model innovation is one of the most dynamic strategies available to forward-looking business leaders by providing expanded ways to explore business opportunities, potentially change the game in your industry, and deliberatel
[Practice management has traditionally focused on guiding financial advisors tactically – do this, stop that, create a process here, upgrade your tech and operating systems there – leading to a more organized chaos in operating their bus
“Essentially, financial advisors – rookies and seasoned veterans alike – are looking for proven strategies to get the most growth out of their businesses as possible and they usually want that growth now!”- p.V
[In our current financial services business landscape of rapid change and hyper-competition, practice management and business development efforts take on a whole new urgency and purpose.
[What are the ramifications for investment managers in dealing with a business environment of accelerating change and the seemingly ongoing assaults on the investment markets like major financial disruptions, industry crises, and once-in-a-hun
[In a constantly shifting business landscape driven by hyper-competition and accelerating rates of change, company managements from small boutique firms to large enterprises increasingly are realizing that no firm, regardless of size, can thri
[While there are many forms of innovation that a company can develop - such as product, process, network, and customer experience innovation – business model innovation is one of the most powerful strategies available to forward-looking business l
[Culture can be defined as the characteristics and knowledge of a particular group of people that encompasses shared patterns of behaviors and interactions, ways of thinking, and a quality of engagement that can be consciously and deliberately
[Well-run businesses are often worth more than the sum of their parts. They have repeatable processes and carefully designed systems, and astute investors consider these firms worth a premium valuation.
[Asset allocation, diversification, value, growth – words that immediately connote investment concepts drilled into our brains by tradition and habit, established interpretations of financial research, and a form of “common” sense.
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