March 2018
Cognitive flexibility is a key attribute of distinction for the adviser of the future. While these are heady words, it’s really a pretty simple concept. It’s adapting your thinking and possessing the willingness to change your mind. It’s the ability to resist thinking in the same pattern, given a different set of circumstances or context.
Professional development programs frequently advise professionals about the benefits of adjusting their approach, their vantage point, their process and their communication style as it relates to business development, client service, relationship capital and leadership competencies.
February 2023
Businesses need to embrace the strategic significance of leadership succession planning as a smart way to maximize employee and client retention. Studies show that many managers do not possess the skills required to lead their organizations. Below are highlights of several best practices to help level-up the skills and succession of current and high-potential leaders in any organization.



