In today’s competitive financial landscape, brokers require more than basic tools – they need broker solutions that combine robust software, personalised services and seamless integrations. Whether you operate in insurance, real estate, or financial assets, the right broker solutions will streamline your processes, reduce errors and enhance client satisfaction. What Are Broker Solutions? Broker solutions […]
When it comes to marketing a small business, finding customers is only half the battle. You also have to get to know them. Concrete things like their age and location, but also less tangible things – like their challenges, how they make decisions, why they buy this, that, or the other thing. And […]
Learning how to write a business plan is one of the most important steps you’ll take as an entrepreneur. Whether you’re launching a side hustle, applying for funding, or growing a team, a well-crafted plan provides structure, direction, and clarity. Professionals can write the plan for you, but knowing what goes in a plan and […]
Your Roadmap to Clarity. Making major life decisions can feel overwhelming, especially now when everything around us seems to be changing at lightning speed. North Americans are unsure how to react to all this change. Whether you’re thinking about becoming a business owner, buying a home, changing jobs, or building your legacy, knowing what to […]
The way people pay and buy things is being transformed by digital technologies. Nowadays, cryptocurrencies, mobile wallets and embedded finance are changing how we make payments dramatically. As a result, the traditional payment systems and financial institutions that have led the market for years are threatened with extinction. Innovation is happening very quickly for new […]
Administrative staffing services are a lifeline for businesses facing sudden gaps in their workforce due to employee leave. When a reliable executive assistant or office manager takes maternity leave or a sudden medical break, the ripple effect can impact entire departments. That’s where temporary staffing solutions step in to keep operations smooth and prevent productivity […]
Not all customers are fans. And not all fans are the sort of customers you can thrive with. Cadres of supporters often migrate into one of two camps… The generous stans (a more positive riff from a twenty-year-old Eminem track), are there for the work and the change being made, all the time. It’s a […]
I was a guest on Sarah and Meghan’s podcast last week and the most important topic I covered was that I lost 35 pounds. Check out that picture of the new, svelte me at parent’s weekend. (The semi-pained look on my face is becase I was promising I’ll separate my son’s PayPal from my bank […]
As a new business owner, you’re bound to have big ideas, a solid plan, and the ambition to turn your vision into something real. But as you build your brand and attract customers, one question quickly rises to the surface: are your customers actually happy with their experience? This is where customer success metrics can […]
Analytical review procedures are an essential component of the auditing process. Auditors use these techniques to analyze financial statement data and identify any unusual trends, ratios, or relationships that could indicate risks of misstatement or fraudulent reporting. This guide will provide a comprehensive overview of the analytical review. What is an Analytical Review? Analytical review […]