Strategic Planning for 2023
Includes Q&A - with Duncan
Thursday, October 20th at 12 pm ET
By refining your plan for the coming year over the next few months, rather than on a Sunday evening over the holidays in December, you'll create a plan that better serves you and your team, is more actionable and predictable, and consists of goals that are balanced, clear and attainable.
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Welcome Back to the Future - Reconnecting with Clients, Pt 1
2021-07-20 • 9 min video

Join Duncan as he discusses strategies to reconnect with your clients after this lengthy disruption in terms of interaction with your long-term clients. He goes on to provide ideas to avoiding loyalty fatigue and cracking the code in terms of strengthening relationships, competitor-proofing, capturing money in motion and converting clients into advocates.

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