Market Insights

The change & disruption of 2022, as opportunities grow heading into 2023
The New Year has started. You have a business plan. The firm has scheduled the kickoff meeting. The year has a theme. Expectations are high. You are expected to find new business clients, upgrade current clients and keep everyone you already have got. How hard could that be? It’s daunting.
You realize the most important part will be finding new clients. You might have a strictly defined geographic territory or you might be able to sign on new clients anywhere you are licensed. Where are you going to find them? Fortunately, your firm has technology that can help.
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