Data Privacy – it’s very real and requires your attention

Your employees did some charitable work and you want to share how proud you are of them on Facebook. Your colleagues had a lunch date and you want to post the photo on Twitter. You and your clients went to a concert together and it would be a great marketing picture for other clients to…

Can you introduce me to….?

I’ve worked in financial services the better part of twenty-five years now and never once in this time has referrals not been an active part of any conversation having to do with business development and growth. Referrals continue to be and will always be a way of doing business. So why aren’t more people asking…