Welcome to the Member Thought Leadership blog where ProVisors Members contribute insightful articles, podcasts and webinars that provide relevant information to our ProVisors Community.
Latest Posts
Today’s business world moves fast, but true focus is hard to find. Markets change quickly, teams are often overworked, and…
When an employee relocates to another state, or a company hires someone who lives outside its home state, most leaders…
By Steve Fretzin & Danny Decker
Most lawyers approach marketing the same way they approach their work. They focus on…
In this episode, Steve Fretzin and Danny Decker discuss:
Putting the client at the center
Building your brand around real…
Discrimination testing has been part of the 401(k) system for more than 50 years and was designed to ensure that…
A CFO leaves. The 401(k) advisor keeps getting paid. The fee runs automatically, the new person inherits a plan they…
A guest article by Stan Odachowski, Senior Executive and Founder of SODA Consulting Sales and Marketing teams face many challenges…
For many California business owners, federal taxes receive the most attention. Returns are prepared, filed with the Internal Revenue Service…
Secure AI as a Service for Small Business: What It Is, Why It Matters, and How to Get It Right
Secure AI as a Service for Small Business: What It Is, Why It Matters, and How to Get It Right…
Have you ever caught yourself saying those words — even just in your head?
See? I knew it. I was…
CA Public Utilities Commission Approves Verizon-Frontier Merger Amidst Diversity Concerns
Verizon Wireless recently learned firsthand how to balance the competing demands of federal and state regulators to secure final approval…
By Graham Norris
A lot of people carry a dangerous assumption: that pulling into a parking lot, stopping in an…