Dec 16, 2021
We're a team of professionals with varied experience in the field who saw many of the same problems in small and large firms alike–excessive focus on compliance, underserved clients, technological illiteracy, and too little strategic thinking. We set about building a new kind of practice, one focused on client relationships, efficiency, and tangible results. Our team serves executives, business owners, real estate investors/professionals, and high net worth individuals across the United States.
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Contact: Catherine Tindall
The ONE Thing: Gary Keller
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