Articles, Blogs and More...

Join our community by subscribing to the Boomer Bulletin, and our articles will be delivered monthly right to your inbox.

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...

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...

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...

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...

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...

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...

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...

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...

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...