Every client interaction lives somewhere on a sliding scale. On one end, it’s simple: a question answered, a form processed, a call resolved in five minutes. On the other end, it’s messy — an aggrieved client, a regulator’s phone call, a lawsuit. Most of what crosses an advisor’s desk sits comfortably in the middle, and …
Continue reading “The Near Miss Your Board Report Never Sees”
I might be showing my age here — or maybe just leaning into a bit of nostalgia — but I’ve been thinking a lot about responsibility lately. Not in a legal sense. Not in a job-description sense. But in a personal, lived-experience sense. The mainstream media headlines speak to this post. When I was starting …
As a broad-brush stroke, business as usual seems to be rapidly evolving where sudden changes in political or economic winds seems to be becoming the norm rather than an exception. Risk challenges suddenly pop up. As a risk manager, you play a critical role in identifying, assessing, and mitigating risks within your organization. But to …
Continue reading “Information Flow: Ensuring It Reaches You and Goes Where It Needs to Go”