David PetersDec 25, 20226 minMaking Higher Value Clients a Priority: A Client Scoring Framework for Financial Services ProfessionIf we all agree that high value clients are best, then what makes a high value client?
David PetersNov 12, 20225 minAcountable: Blog for CFOs - 11/14/2022When leadership changes, is there any way to prevent employees from polishing up their resumes?