Arrows When we set realistic expectations, discuss the reality of the situation and create solutions in advance, we can streamline the process.

Change doesn’t always have to be rough or scary. In many cases, changes to your plan can be very good.

The problem is that change often comes with expectations around limitations of what we, as advisors, can do and how we do it. These expectations can get in the way of important adjustments that can make a big difference to your business and your people.

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