In this issue

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December 18, 2012 

Doing Less May be More

From the January 2013 issue. The demands from clients, team members, and all of those around us continue to increase. In the name of great client service we often try to expand services to cover these demands, but is that the right strategy? Because technology has been a great enabler, we have been able to...…

Randy Johnston

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December 18, 2012 

Accountability – The Key to Firm Success

An overall strategic plan is important to chart the course for your firm’s future success. And individual game plans outline the roles each team member plays in achieving the firm’s strategic objectives.

Jim Boomer

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November 30, 2012 

Why Websites are the Place for Leads

Now that the Internet has made networking virtual, you can focus more on your business by having an online strategy to secure referral sources and get warm, and hopefully hot, leads.

Hugh Duffy