As the founder and CEO of a financial and accounting services firm, I’ve learned firsthand that the best approach to accounting is being proactive, not reactive. Unfortunately, many companies only ...

In today’s data-centric world, the insurance industry is undergoing a transformation. No longer is it enough for insurers to react to events after they occur; instead, companies must leverage ...

Do you identify and address customer issues, or do you wait for customers to reach out for help? If you’re in the first group, you’re on the right path, as today’s customers expect proactive service.

In today’s data-centric world, the insurance industry is undergoing a transformation. No longer is it enough for insurers to react to events after they occur; instead, companies must leverage ...

Financial advisors are inherently reactive in their work. Oftentimes entire relationships are initiated by a major life event that the client needs help navigating, such receiving an inheritance or ...