Sep 6, 20233 minDeveloping the Client Advisory Professional More firms are expanding their advisory services and looking for ways to help their staff develop the skills needed to deliver high-value...
Jun 22, 20233 minFocusing on Ideal ClientsIn uncertain economic times, many firms feel the need to take on any client they can get. Yet one of the biggest problems firms have is...
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...
Jan 24, 20231 minE115 - The Biggest Shift in Growth A Look Back at 2022 & Looking Ahead to 2023Welcome to the Boomer Briefing Podcast, where we help you solve a critical business issue in 20 minutes or less. On this episode, host...
Jan 17, 20234 minBusiness Development: The Coordination of Your Marketing and Sales Strategies As firms continue to move up the continuum of value and focus not only on compliance work but also on their clients' performance and...
Dec 13, 20221 minE110 - Solving Your Clients Problems Through Your Marketing Welcome 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...
Jul 26, 20221 minE90 - Communicating the Value of Your ServicesWelcome to the Boomer Briefing Podcast, where we help you solve a critical business issue in 20 minutes or less. On this episode, the...
Apr 26, 20221 minE77 - Building Strong PartnershipsWelcome to the Boomer Briefing Podcast, where we help you solve a critical business issue in 20 minutes or less. This episode, host Jon...