Make sure they have adequate staff to help with your needs and the questions you will have in the future. As a part of our series about 5 Things To Look For When Hiring a Financial Planner or Financial Adviser, I had the pleasure of interviewing Mitchell Morrison. Mitchell Morrison…

Being the founder of a technology startup comes with many trials and tribulations. Many others have opinions on entrepreneurship and the risks of starting your own company, but Sarah has always been one of the most encouraging forces and doesn’t question the path I’ve taken. She is constantly pushing me…

If you’ve qualified a prospect as someone that has a problem you can solve, you’ve shown them what their world will look like with your product (Value), and they have budget, the natural conclusion should be an agreement to move forward. As a part of my series about how to…

Understand the market, live it, breath it, become intimate with the problem space. In my case, mend was the outcome of a number of health challenges in the family and firsthand experience with health systems and the nature of acute care. As a part of our series about business leaders…

Change is inevitable. A prime example of this is AI and how it is making its way through many industries. If you do not accept, embrace and become a champion for change, you will be left behind. A CEO and the company’s leadership team set the tone for change adoption…

Apply Digital Brand Management — Bring your products to market with a consumer- driven focus and strategically manage your brand across all touchpoints. As part of our series about “How To Use Digital Transformation To Take Your Company To The Next Level”, we had the pleasure of interviewing Bob Mullaney. …

The advice you get from professionals may not always support the goals you have for your retirement years. Don’t ever forget that. As a part of my series about the “5 Things Retirees Say They Wish They Were Told Before They Began Retirement” I had the pleasure of interviewing Rajiv…

Transmit your vision. Sharing your vision brings people closer. Denise Dupré is a master at this — sharing her vision for the company so that everyone is on the same page and of the same mindset. It enables us to deliver service with passion. …

A Love for What You Do: It goes without saying, but you’ve got to love what you do. If you don’t, you’re unlikely to become successful. Or worse yet, you might become successful but also miserable. Marketing a product or service today is easier than ever before in history. Using…