Business development

• Partnering on benefits: The advantages of CHRO, CFO collaboration

  By working together, these two C-suite positions could create solutions for high-spend areas and optimize employee productivity at work.

  November 18

  

  Karen Boone

  board member

  Collective Health, Peloton, Tory Burch and Sonos
• Getting in a growth mindset

  There are three key components to this type of thinking, says Nelson Griswold: innovation, investment and implementation.

  May 26

  

  Nelson Griswold

  President

  Bottom Line Solutions
• How to lose a prospect in 60 seconds

  If today’s client isn’t intrigued with what an adviser is sharing on sites like LinkedIn, there is no reason to believe that they’ll be interested in person, says Wendy Keneipp.

  June 9

  

  Wendy Keneipp

  Partner

  Q4intelligence