by Brian Ragan | May 7, 2024 | Business, Client Services
Strategic planning is a systematic, formally documented process for deciding what an organization wants to achieve in the future and how it will get there. Essentially, it involves defining the organization’s strategy or direction and making decisions on...
by Brian Ragan | Feb 1, 2024 | Business, Client Services
In today’s fast-paced business world, planning strategically over short periods can be just as critical as long-term planning. Short-term strategic planning focuses on setting and achieving immediate goals, typically within 12 months, allowing businesses to...
by Brian Ragan | Jan 19, 2024 | Business, Client Services
In the ever-changing business landscape, the ability to plan for the future isn’t just a way to achieve a competitive advantage but a necessity in growing a sustainable business. At its core, long-term strategic planning is about creating a...
by Brian Ragan | Jan 8, 2024 | Business, Client Services
In a complex business world, leadership’s role in shaping and guiding an organization’s strategy is critical. Leaders at all levels, from CEOs to middle managers, play a pivotal role in determining the strategic direction of their organization. This blog...
by Brian Ragan | Dec 29, 2023 | Business, Client Services
When a client services company is trying to position itself as relationship-based to clients or train employees to become relationship owners, it may encounter several issues. To clarify, being a relationship-based firm means that your employees, first and foremost,...
by Brian Ragan | Nov 4, 2022 | Business, Client Services
When I think of a ‘relationship owner’ as it relates to client services firms, I consider how the many client services firms I’ve worked with describe this person. The relationship owner is typically described as the person who initiated contact with...
