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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...
Sep 6, 20233 min read
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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...
Jun 22, 20233 min read
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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...
Mar 28, 20231 min read
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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...
Jan 24, 20231 min read
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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...
Jan 17, 20234 min read
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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...
Dec 13, 20221 min read
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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...
Aug 9, 20223 min read
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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...
Jul 26, 20221 min read
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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...
Apr 26, 20221 min read
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