What Swimming Teaches Us About Team Relationships

In my latest video, I break down how swimming teaches us the importance of these relationship-building efforts and the specifics of what we as leaders need to nurture with our teams.

Holiday Gift Insights - What Everyone Else Is Doing

In an effort to simplify the decision-making process, we're sharing some of the trends we've seen with gifting over the years. We're even sharing our best seller and why that gift had such success.

What Makes A Successful Holiday Gift? The Travel Bag Edition

Last year we had the opportunity to work with one of our clients in the travel and tourism space to design an experience that delivered their highest engagement yet.

The Research Step That Builds Client Loyalty

Creating long-term client relationships starts with knowing who they are. Learn how to research your top clients, uncover what matters to them, and build a strategy rooted in care, relevance, and trus... ...more

Prospects ,Relationships Strategy Clients &Business Development

April 02, 20257 min read

The Research Step That Builds Client Loyalty

Care as a Profitable Business Strategy

96% of business leaders believe expressing care increases profitability. But many still struggle to implement it effectively. Here’s how to make care a competitive advantage ...more

Prospects ,Strategy Clients &Business Development

April 02, 20255 min read

Care as a Profitable Business Strategy

Deeper Prospect Understanding Drives Trust And Conversion

Success starts with knowing your prospects beyond the surface. Learn how understanding their values, goals, and motivations helps you create meaningful engagement and long-term client loyalty. ...more

Prospects ,New Business &Sales Strategy

April 02, 20257 min read

Deeper Prospect Understanding Drives Trust And Conversion

Targeted Contact Lists Boost Business Growth

Your contact list isn’t just a collection of names; it’s a powerful tool for business growth. Learn how to turn your network into a strategy for stronger client retention, more referrals, and lasting ... ...more

Referrals ,Retention Conversion Leads &Prospects

March 03, 20257 min read

Targeted Contact Lists Boost Business Growth

The Cost of Overlooking Prospects and Partners

Businesses prioritize clients and employees, but neglect prospects and partners. Learn why this oversight is costly and how to fix it. ...more

Retention ,Prospects Strategic Partners &Strategy

March 03, 20256 min read

The Cost of Overlooking Prospects and Partners

Organizing Your Relationships for Influence, Growth, and Success

A step-by-step guide to building your relationship map that drives influence, trust, and success. ...more

Prospects ,Strategic Partners &Strategy

March 01, 20256 min read

Organizing Your Relationships for Influence, Growth, and Success

Identifying and Prioritizing Key Connections

Strategic Engagement Starts with Prioritizing Relationships. ...more

Team Relationship Building ,Prospects Strategic Partners &Client Relationships

February 10, 20255 min read

Identifying and Prioritizing Key Connections

The ROI of Turning Touchpoints into Trust

Boost ROI with Strategic Engagement and Thoughtful Touchpoints ...more

Prospects ,Client Relationships Metrics &ROI

February 10, 20256 min read

The ROI of Turning Touchpoints into Trust

How to Move From Random Referrals to Reliable Revenue

Implement a strategic system for sustained business growth and stronger client relationships. ...more

Prospects ,Strategic Partners

August 26, 20244 min read

How to Move From Random Referrals to Reliable Revenue

How Financial Advisors Enhance Client Relationships & Increase Referrals

Practical strategies to overcome the common challenges financial advisors face in relationship marketing. ...more

Dream 25 ,Prospects &Strategic Partners

August 19, 20247 min read

How Financial Advisors Enhance Client Relationships & Increase Referrals
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