News/Media

Do you have an Effective Workflow?

Do you have an Effective Workflow?

Do you understand the benefits of an effective workflow system and why it’s worth the hassle of establishing? Simply put, workflow is: “[The] progression of steps (tasks, events, interactions) that comprise a work process, involve two or more persons, and create or...

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4 Ways to Add Value to Client Conversations

4 Ways to Add Value to Client Conversations

Always helping. Always learning ways to add value to client conversations. Always listening to the wants and needs of your clients and prospects will keep you ahead of the game and in the red zone. It’s not always a cake walk to get a solid touch with a client, so...

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