Technology solutions tend to be “set and forget.” Rather than evaluating channel performance ongoing, as you might in a traditional implementation, you are trained to rely on the technology to perform. The problem? This is not smart technology.

Trust is the cornerstone of a successful advisor-client relationship. And earning that trust starts with empathy – the ability to have a complete understanding of clients’ situations and concerns.

A CEO notes that there is no training ground for the breadth of workforce, recruitment, and employee-engagement issues hitting the leaders of today. But what if the Great Resignation is an opportunity in disguise?

2021 provided ample evidence of the impact narratives have on each and every tier of social, business, and political hierarchies.