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Sep 6, 20233 min read
Developing 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...
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Jun 22, 20233 min read
Focusing on Ideal Clients
In 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...
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Mar 28, 20231 min read
E124 - How to Take a New Approach to Growth & Client Filtering
Welcome to the Boomer Briefing Podcast, where we help you solve a critical business issue in 20 minutes or less. This episode, host Jon...
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Jan 24, 20231 min read
E115 - The Biggest Shift in Growth A Look Back at 2022 & Looking Ahead to 2023
Welcome to the Boomer Briefing Podcast, where we help you solve a critical business issue in 20 minutes or less. On this episode, host...
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Jan 17, 20234 min read
Business 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...
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Dec 13, 20221 min read
E110 - 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...
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Aug 9, 20223 min read
A 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...
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Jul 26, 20221 min read
E90 - Communicating the Value of Your Services
Welcome to the Boomer Briefing Podcast, where we help you solve a critical business issue in 20 minutes or less. On this episode, the...
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Apr 26, 20221 min read
E77 - Building Strong Partnerships
Welcome to the Boomer Briefing Podcast, where we help you solve a critical business issue in 20 minutes or less. This episode, host Jon...
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