Skip to the content
Strategic Advisory Consulting Grouplogo darklogo light

dave@sacgusa.com

+714 336 5509

Strategic Advisory Consulting Group

  • Home
  • About Us
  • Services
  • 12 Model Issues
  • Books
    • Leading From Zero
    • Leading From Where You Are
  • Blog
  • Videos
  • Contact Us
Info
Strategic Advisory Consulting Group
  • Home
  • About Us
  • Services
  • 12 Model Issues
  • Books
    • Leading From Zero
    • Leading From Where You Are
  • Blog
  • Videos
  • Contact Us
Strategic Advisory Consulting Group
  • Home
  • About Us
  • Services
  • 12 Model Issues
  • Books
    • Leading From Zero
    • Leading From Where You Are
  • Blog
  • Videos
  • Contact Us
Customer Engagement
March 31, 2020
By Dave Coffaro
Customer EngagementLeadership

Engaging with Clients in Uncertain Times: Tips from Leading from Where You Are

Serving as a financial services relationship manager can be challenging when the business environment seems “normal”. The role becomes much more complex in today’s extraordin

Read More
  • fb
  • tw
  • ln
October 23, 2019
By Dave Coffaro
Customer EngagementLeadership

Navigating Wealth Transition: An Advisor’s Guide

When it first starts, you’re not sure if it’s just you feeling something strange, or, if there’s something odd going on around you. Then, with no warning, it hits. At first i

Read More
  • fb
  • tw
  • ln
May 21, 2019
By Dave Coffaro
Customer Engagement

Escaping Silos for Deeper Client Engagement

When compliance and business development  work in tandem, everyone wins.  The biblical adage that “every kingdom divided against itself is brought to desolation, and ev

Read More
  • fb
  • tw
  • ln

Search

Categories

  • Customer Engagement (3)
  • Leadership (52)
  • Surveys and Reports (1)

Recent post

October 20, 2020
2020 Hindsight: Learning for Tomorrow
Leadership
By Dave Coffaro
May 21, 2019
Escaping Silos for Deeper Client Engagement
Customer Engagement
By Dave Coffaro

There’s no content to show here yet.

We help clients develop and deploy innovative business operating models that bring their vision to life

Quick Links
  • Home
  • 12 Model Issues
  • About Us
  • Services
  • Blog
  • Connect With Us
Contact Info

dave@sacgusa.com
714 336 5509

© 2023 Strategic Advisory Consulting Group | Privacy Policy | Site By Bandicoot Marketing |

We serve clients by helping them define, design and deliver their vision.

FB LI IN

E-mail: dave@sacgusa.com

Phone: +714 336 5509