Strategic planning in a time of rapid change When businesses and the financial markets are changing at breakneck speed, the idea of creating a strategic planning process sounds daunting and arduous. But having a solid strategic framework is more important than ever in... read more
Using technology to enhance the client experience Most of today’s successful businesses use technology to help them accomplish more in less time. And, in terms of technology, the past three decades have been particularly transformative in many ways. One particular... read more
Choosing Fixed- or Variable-Rate Business Financing By Rick Dennen Traditionally, commercial borrowers have had limited options in the type of financing available to meet their business needs. Whether the purpose was for business growth or simply boosting... read more
Appealing to Millennials Part 2 In this, the second part of our two-part blog series on how businesses can connect with potential millennial clients, I will be covering those areas in which a professional online presence can benefit the bringing-in of said clients. ... read more
Appealing to Millennials Part 1 As an older-looking member of generation Z, people often ask me what it is that they can do to attract potential clients from the millennial age group. Despite currently being the largest demographic in the nation, these... read more
Consolidating business debt can improve focus and growth People talk about having the right idea as the key to a successful business, but sustaining a company such as an insurance agency really takes two things: an owner who’s willing put in a lot of effort and enough... read more
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