It’s the time of year when advisors and firms are in the midst of setting goals for the new year as part of the business planning process. During this period, advisors should focus their activities ...

Customer success teams across software companies monitor key metrics religiously—reviewing dashboards, logging customer interactions and celebrating progress. But here’s the uncomfortable truth: ...

Are you measuring the wrong metrics? Most law firms track marketing performance by looking at website traffic, social media engagement, and email open rates. But here’s the problem: while these ...