Time to Review Your Go-to-Market Model?
At this point, most firms have completed their financial plan for the new year. As financial plans take root, these three areas of strategic inquiry will inform leaders about the n
California Direct Trust Act Survey Report
In November 2023, California became the 17th state to enact a version of the Uniform Directed Trust Act. In anticipation of the Act becoming law, Strategic Advisory Consulting Grou
It’s not about you. It’s about them.
In 1973, management guru, Peter Drucker wrote that the purpose of a business is “to create a customer”. Said another way, no matter what business you are in, you work for a cus