By Daxs Stadjuhar, Managing Partner and Chief Risk Officer A topic we’ve been covering this year is how to create an exceptional client experience as we continue to work in a virtual or hybrid office/virtual environment. Last month, we talked about how your physical space plays an important role in the energy that you bring […]

By Tom Croxton, VP Business Transitions When the pandemic hit the US at the beginning of 2020, a record number of professionals found themselves working entirely remotely. Yet from what I have seen there has not been a lot of struggle despite the unexpected shift to a virtual environment. Many advisors say that a lot […]

By Daxs Stadjuhar, Managing Partner and Chief Risk Officer When I first started using my webcam as the primary way I connected with advisors and prospects, I had just moved into my new house. My home office was barely set up; the comforts I had come to rely on like a standing desk, multiple monitors, […]