Trusted guidance from Industry Leaders

Unlocking High-Net Worth Prospects: The Infinite Game Strategy
In the pursuit of unlocking high-net worth prospects, Stan Summers found himself in the aftermath of two unsuccessful business cases, sparking concerns about potential missteps with his affluent clientele. Stan's Professional Evolution: Having served as an advisor for three years...
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Five Financial Levers to Manage Business Growth
The most effective way to control the growth trajectory of your business is to align five financial levers with your marketing, sales, and service initiatives. The five financial levers are: Product & Service Mix Size of Sale Number of Sales...
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Our latest articles

Ensure a High-Performing Business with These Steps
Developing a vision for your company is the first step in laying a solid foundation upon which to build your business. When you have a sound understanding of what you hope to achieve and gain from the enterprise at the...
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Make Your Client Feel at Home
Think about all the times that you have stayed at a hotel or dined at a restaurant. What establishments have you decided to frequent again and again because of the quality of service.
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Does Data Have a Place in Small Business Marketing?
Among major corporations and multinationals, a major topic regarding marketing is the use of big data. With more people than ever using smartphones, mobile applications, social media platforms, email, websites and other information-generating tools, marketers around the world are abuzz...
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Identify Business Opportunity
In my last post, I discussed the importance of determining a vision and strategy to guide you through the myriad challenges of leadership. While creating plans for how you will develop and organize your staff, you must also identify the...
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Multitask Sales and Service
Staff resources can be tight, particularly in businesses that are just getting underway. Employees are charged with many different responsibilities and may have several different titles in a startup.
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Your LinkedIn Profile Can Be a Marketing Tool
I have discussed LinkedIn in the past, mentioning it as just one of the many social media platforms that you can integrate into your marketing mix. But the professional networking website can serve as much more than a digital business card.
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A Tale of Two Airlines' Customer Service
The airline industry touches hundreds of thousands of consumers, from the high-flying executive to the person traveling standby or coach to visit family. And I bet that every one of them has a few stories of delayed flights, lost baggage or a grumpy seat mate.
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Pro Bono Work Benefits the Public and Your Company
When you are focused on building your business, offering services for free may sound like it should be at the top of your What Not To Do list. After all, why give away what you can charge for.
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Making the Business Run Without You
A common problem that many entrepreneurs face is getting the business to run without them. After all, who else knows the ins and outs of your firm better than you.
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Train Your Employees to Manage Difficult Client Situations
In any business, it's important to accept that there will be times when you or your employees will have a dissatisfied client. But the way you manage disgruntled clients and how you come out on the other end is what...
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Get Creative With Your Marketing
Podcasts have become a means for people to keep track of their favourite radio shows and learn about a variety of topics without having to tune in to a specific station at a specific time. It's possible to download podcasts...
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Delegate Effectively
Have you organized your staff in a way that allows them to work independently on projects and tasks while still delivering results that meet your expectations. Or do they regularly have to check back with their boss for more direction or assistance.
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In Client Relationship Management, It's OK to Apologize
Some customer service schools of thought suggest that a company should never say "I'm sorry" to an upset client, instead advising representatives to merely acknowledge the problem and work to fix it. While that may be appropriate in some instances,...
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Use Twitter-Based Client Service to Bolster Marketing
The topic of Twitter-based client service may seem to fit more into my colleague Anthony Lam's area of expertise (client relationship management) than mine, but there is a marketing bent that should not be overlooked. After all, customer service and marketing are intertwined.
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President, Nicola Wealth Management
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Clients who experience 50-200% growth in 12-30 months
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