Month: July 2025
Staying in touch with your clients – in a meaningful way – provides you with at least 4 primary benefits: Thoughtful, proactive communication shows your clients that you’re thinking about them, watching out for their…
READ MORE >
Guest Article by Dan Scholes, President of Optimus Business Advisory. Optimus helps established business owners, including financial advisors, maximize the value of their business, prepare for and navigate the sales process, and secure deals that…
READ MORE >
