Do you see yourself as the found or CEO of your book of business? If not, it's time to shift your mindset and start thinking like an entrepreneur. In this podcast, Amy Franko, author of The Modern Seller, discusses the factors that create the entrepreneurial mindset, key strategies you can put in place for yourself and your firm, and three process maps you'll need to build your book of business.
Spend management and expense management are both processes for controlling budgets, allocating resources, and tracking spend across an organization.
Brandon Roth breaks down five traps RIAs often fall into when building a tech stack, how to avoid them, and how to build an excellent digital culture in your company.
Mindy Levy provides sound insight on defining priorities, the consequences of procrastination and multitasking, and proven self-care tips that lead to a greater feeling of fulfillment.
