Mar 28, 20231 minE124 - How to Take a New Approach to Growth & Client FilteringWelcome to the Boomer Briefing Podcast, where we help you solve a critical business issue in 20 minutes or less. This episode, host Jon...
Aug 9, 20223 minA New Approach to Client Filtering It seems as though every firm we speak to these days has the same problem: capacity. While there are many ways to look at capacity, most...