Professional Services

A Can’t Miss Way to Build COI Relationships

A Can’t Miss Way to Build COI Relationships

Centers of influence like attorneys and accountants can be wonderful referral sources. I’ve got a campaign for you that’s “can’t-miss.” It’s client-focused, COI-friendly, and builds your knowledge base. It’s based on...

Choosing the Right Project Methodology

Choosing the Right Project Methodology

In project management, two prominent (and popular) methodologies have emerged as contrasting approaches: Agile vs. Waterfall. On the one hand, Agile, a flexible and iterative approach, emphasizes adaptability, collaboration, and...

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