Blog by Heath Jackson

Transform your advisory firm with the TGC Growth Blueprint—a 7-step system inspired by top business books to cut chaos, align teams, and scale with purpose. Ready to grow with intention?

A mid-year check-in is a strategic opportunity to reassess goals, align teams, and drive performance in financial advisory firms. Learn how to turn insights into action for H2 success.

Discover three easy ways to integrate AI into your financial advisory practice, save time, enhance client relationships, and maintain compliance effortlessly.

Learn how shorter, focused meetings can boost conversions, reduce client overwhelm, and improve efficiency for financial advisors. Discover a proven 5-step framework for success.

Discover key differences in AI meeting note solutions for financial advisors, focusing on transcription accuracy, compliance, and integration to streamline client interactions and documentation.