Some clients are younger and less experienced, others have been in the business for decades, but regardless of size or experience, many top producers have a few things in common. They extract the expertise and skills of those around them and work hard to document their progress and financial information. Financial Reporting Typically year-end […]
With volatility the name of the game, and the memory still vivid in the mind, it is worth looking back at what was a success for you, and how you can be prepared for the next roller coaster which is inevitably ahead. There is no magic formula to deal with volatile prices, however, successful dairy […]
Having had the fortune of being involved with the development of groups from inception, and witnessing the behaviour of established small & large groups with different models. I have put together some thoughts on the whole process, but start off with what does benchmarking mean. What is benchmarking by definition? The objective of benchmarking […]