Blog by Heath Jackson
Transform your advisory services with collaborative, client-focused strategies inspired by the Knights of the Round Table. Join elite circles for visionary leadership and operational excellence. Secure your seat today.
Transform your business with the OEI Model—a strategic framework to boost accountability, define roles, and streamline processes. Maximize productivity and turn operations into advantages. Learn actionable steps to enhance clarity, efficiency, and empowerment!
Transform your operations with the OEI Model—Owns, Executes, Informed. Clarify roles, boost accountability, and streamline communication so your team can act faster and smarter. Discover how in our guide—unlock growth and drive success today!
Inaction in advisory firms can be as harmful as wrong decisions. Learn why decisive action drives growth, plus strategies to overcome inaction, empower teams, and boost accountability with the Owns, Executes, Informed (OEI) model. Stay tuned for more insights!
Discover the unexpected parallels between 'The Bear' and successful financial advisory firms. This blog post explores the diverse roles within an advisory practice and emphasizes the importance of client-centricity and hospitality in financial services.
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