Jessica Harrington

Blog Business Management

The Why, What and How of Attracting and Retaining Gen Z Stakeholders

Posted on April 4, 2024
Sometimes mindlessly scrolling TikTok isn’t a total waste of time. It might actually give you some insight into how the different generations work. One TikTok I recently watched depicts …

Blog Business Management

3 Things to Consider in Creating a Stellar Client Onboarding Process and Raving Fans

Posted on February 5, 2024
You’ve spent so much time and effort on your prospecting process, and you now have a few new clients to onboard. And you only have one chance to make …

Blog Business Management

The Framework for Building the Ideal Team for Your Firm

Posted on June 7, 2023
Your team is the most important thing when it comes to delivering a solid client experience. You can have the best tech in the world, but when it comes …
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