Tag Archives: Right

Increase Your Client Profitability: Why Good Decisions Require the Right Time-Tracking Categories

Karl Sakas — June 14, 2019 Follow @KarlSakas — June 14, 2019 Fixing “profit leaks” in client delivery? Good data requires good time-tracking categories. Time tracking—even temporarily—can help you plug Client Delivery “profit leaks” at your agency. But good troubleshooting requires good data. Solution? Use my four baseline time-tracking categories—Billable, Business-Building, Professional Development, and Admin. … Continue reading Increase Your Client Profitability: Why Good Decisions Require the Right Time-Tracking Categories

Is a Land Grab the Right Growth Strategy for You?

Laura Patterson — May 24, 2019 Follow @LauraVEM — May 24, 2019 If you subscribe to Ansoff’s matrix of growth, then you believe there are four primary ways to achieve growth: Sell more of your current solutions to your current customers/markets (Market Penetration) Sell new solutions to your current customers/marketing (Product Development) Sell current solutions … Continue reading Is a Land Grab the Right Growth Strategy for You?

The Right Touch: Email Content Automation for Financial Advisors

Kristen Deyo — May 10, 2019 — May 10, 2019 At its core, the financial services industry is—and always has been—a relationship business. This client-advisor relationship is built on trust and a financial advisor’s ability to treat clients as people, not portfolios. But with constantly evolving digital expectations of today’s clients, it begs the question: … Continue reading The Right Touch: Email Content Automation for Financial Advisors

How To Do Performance Management Right (According To 6 Experts)

Ted K. Jackson — May 8, 2019 Follow @clearpointstrat — May 8, 2019 How do you successfully define, measure, and achieve your strategy? That is the art of corporate performance management, and it’s not easy to do. Performance management is a broad set of knowledge that encompasses the strategies of your entire organization, from goals … Continue reading How To Do Performance Management Right (According To 6 Experts)

Right Place, Right Time: How Your Peers Are Using Digital Marketing in 2019

Ryan Yaeger — April 28, 2019 Follow @YaegerBomb — April 28, 2019 Advertising is a constantly evolving industry, both for those who work within it and those who rely upon it. While that has been the case for decades, the digital era has put it all in flux on a far more rapid scale. It’s … Continue reading Right Place, Right Time: How Your Peers Are Using Digital Marketing in 2019