Screen Shot 2022-10-25 at 12.53.12 PM


Make Strategic Planning Your Superpower

What’s Inside the

As 2023 approaches, we start working on our strategic plans. Instead of dreading this time of the year, we've put together a great e-book to inspire you and your team as you begin planning your best year yet. This 20+page e-book features:

  • Interviews from our Strategic Planning Superhero Panel: Sarah Kinard (The Flamingo Project) and Will Swearingen (Zweig Group).
  • Tips on creating the right strategic plan for your firm.
  • Insights from Phil Keil (Zweig Group) on Strategic Planning Approaches.

Get the E-Book