Consulting

Join us for a ProVisors Panel discussion that leads a practical, actionable discussion on how ProVisors members can jump start their marketing and business development efforts and position themselves for even greater success in the months ahead. Attendees will come away with: Five actions firms can take right now to raise their profile A step-by-step guide for building a marketing infrastructure for sustainable client and prospect outreach Insights on how to create and distribute compelling original content that resonates in today’s environment A framework for curating content that is personal but also sells your services How to determine where to…
As you age, eldercare services and financial management become more important. Give yourself and your parents peace of mind by taking extra measures to ensure that they are in good hands. By taking advantage of eldercare services and financial management, it allows you to spend more quality time with your parents without having to stress over their finances and their care on a day to day basis. As your parents grow older, it becomes more and more important knowing that they are taken care of and it is why having eldercare services and financial management may be the right fit…
Emotional Intelligence is a way for people to apply qualitative reasoning beyond the ‘facts’ of situation.  Essentially, it is a set of people skills that can help you expand your trusted advisory skills to better serve your clients.  The ‘Emotional’ in Emotional Intelligence may cause people to erroneously dismiss its applicability for their business. The adage “it’s not personal, it’s just business”  is a cop out, because business is personal.  It has always been personal –that’s how trusted advisors become trusted.    Without these qualitative professional skills, a trusted advisor will have no clients to advise. Trusted advisors become trusted by…
“Stuff happens. Cargo insurance (sometimes called freight insurance) Even reputable, conscientious carriers cannot protect against calamities..” cargo insurance should be a priority If you engage in international commerce Protecting your freight through globally respected insurance carriers can save you from a partial or total loss of your investment. While INCOTERMS® Rules clarify responsibility for various charges, they do not preside over loss or damaged goods cases. Here are a few questions and answers about this important insurance. 1) What is cargo insurance and do you have to have it? a. Cargo insurance protects the shipper’s products (toys, tractors, electronics, etc.)…
How to Know When it’s Time to Change Your Freight Forwarder Let’s face it, it’s always easier to stay with an existing freight forwarder than to bring in a new partner. Even when your current forwarding company is no longer able to meet your needs, it’s still difficult to make the necessary changes because you’ve got more important things to focus on, right? Not if you want your business to succeed and continue to grow. But how do you know that it’s time to start shopping around? Below are three signs that it may be time to change forwarders. 1.…
The most recent webinar in our APICS Inland Empire webinar series featured Frank Moullet from Shamrock Foods talking about distribution, food service and how they’ve navigated through COVID-19. We had an engaging discussion on how they made a sharp right turn pivot early on and why people remain critical to success.           The world is changing rapidly. E-commerce is rising rapidly as consumers gain comfort ordering for home delivery instead of venturing out to the store. Of course, this is creating ripples throughout the supply chain. Distributors are re-thinking inventory strategy. Almost every executive is realizing……
As my long-term newsletter subscribers know, I enjoy traveling. Of course, during lockdown, I haven’t even gone to visit my Mom in Arizona since you never know what unintended germs you might bring along for the ride. So, I thought I’d go back to my favorite recent (within the last few years) travel destination. What do you think about Taormina, Sicily?     What’s not to like? The smell of citrus trees, cobblestone streets, beautiful seascapes, Mt. Etna serving as a backdrop, and excellent food… I was fortunate to stay both on the hilltop at the edge of town and……
As a CEO of a data analytics firm, I’m often asked what the best strategy is for storing large amounts of data that will be analyzed at a later date. The purpose of this article is to define and explain the benefits of using a data lake and a data warehouse. What is a data lake? A system designed as a central repository for all types of data both structured and unstructured. What is a data warehouse? A system designed to store structured data used for reporting and data analytics. While both a data lake and a date warehouse store…