Once again we are going to share some wisdom from Simon Sinek (if you haven’t read our post What’s Your Why, give it a quick read). Inc recently directed attention to more wisdom that Sinek shared: there is one simple, five-worded skill to master that will make you a better and smarter leader. At Client
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Can you believe we are weeks into December already? Wasn’t it just July? The dawn of a new decade is upon us in what will seem like mere days. At Client Care Academy, we make a commitment to walking the talk of what we will teach you in our workshops and we are committed to
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At Client Care Academy, we are starting a movement. It’s simple: Funding is Dead. You read that right. Funding is dead. It causes frustration and can deteriorate profits. If funding is dead, what’s the alternative? Asset alignment, verification and tracking. To kick off the death of funding, we attended WealthCounsel’s Symposium last week, and we
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For those of you who have already completed our Foundations WorkshopTMand those who have yet to take the leap and join Client Care Academy, we wanted to take a minute to address “funding”, or as we call it in our firm, asset alignment. We have found this to be the greatest challenge for firms once
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