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Business Owner Insights: Published the 2nd and 4th Tuesdays of each month this newsletter provides business owners and management with food for thought regarding business topics. Each newsletter provides a take away or challenge designed to get you thinking about your business a bit differently. Topics include: sales, prospecting, management, leadership, service, financials, resources and more.
Optimal Outcome Insights: Designed specifically for the Financial Services Industry this newsletter is published the 1st and 3rd Tuesday of each month. It's designed to provide Financial Advisors and their teams with short, but thought-provoking insights into practice management. Topics include: Sales, Marketing, Service, Operations, Business Strategy, and more.
Seller Insights: Our monthly Seller’s Newsletter is created to engage sellers and potential sellers in creating a business of value, preparing a business for sale, and identifying small investment opportunities in your business that can make it as presentable as possible to buyers.
Buyer Insights:Our Buyer Newsletter discusses purchasing a business from the Buyer’s perspective, laying a foundation for a smooth sales transaction. Weekly articles and tips will help to educate buyers on what to expect and what they need to do to ensure they are doing everything they can to promote a successful result.