The Grail with Keith Gregg (3/10/21)


By Keith Gregg, Founder/CEO, Chalice Network

We’ve all heard of Darwin’s theory of evolution and his notion of the survival of the fittest. The need to adapt to the environment around you and overcome the obstacles ahead of you isn’t just academic, it’s essential to the evolution of your business. Small and mid-size business owners have to continuously adapt to keep up with industry trends and overcome obstacles. That’s why we created Chalice Network™. We understand how expensive, time-consuming and frustrating it is to constantly make adjustments to your business, only to find you’ve barely kept up with larger businesses. That’s why joining Chalice is such an easy decision – for a low monthly membership fee, we empower you with the tools, resources and technology you need to be nimble, embrace change and evolve your business.

“It’s not the strongest of the species that survives, nor the most
intelligent that survives. It is the one that is most adaptable to change.”

-Charles Darwin

As we discussed last week, evolving your business means digitally transforming it. Today, if you don’t adapt to keep up with technological trends, you’ll quickly fall behind. And it comes as no surprise that the potential missing link to digitally transform your business is having the right tech stack. A Chalice membership provides you with access to the industry’s best technology platforms, systems and services — and all through single sign-on technology.

The advantages of having your every need at the click of a button is an evolutionary game-changer. So, let’s examine a few of the ways that Chalice membership can help you evolve your tech stack while helping you save money.

  • Cybersecurity Protection – We’ve reached the point with our technology where most of our data and information is stored digitally. This makes it more important than ever to have cybersecurity solutions in place, as it can take just a few seconds for a data breach or cyber-attack to occur. That’s why Chalice offers members a complimentary Risk Assessment report as well as access to cleverDome, a cybersecurity solution that protects confidential business and consumer information.
  • Enhanced Client Experience – We know how important clients are to every business; they make our business run and are key to its growth. The client experience is a make-or-break aspect of your business, which is why Chalice offers some of the best tech solutions to enhance the client experience – and all at a special Chalice price. From an easy-to-use client management solution with Redtail CRM to Orion Advisor Solutions’ full suite of services, Chalice gives you the power to cost-effectively upgrade your overall client experience.
  • Record-Keeping, Accounting & Analytics – There are countless reasons why having organized record-keeping, accounting and analytics is beneficial for your business – and they all start with dollar signs. And while it’s typically been too costly for small and mid-size businesses to get top-tier solutions, Chalice gives you access to the leading national record-keeping, analytics and accounting technology all for a lower price. If you’re looking to digitally transform and organize the financial side of your business, we’ve got you covered with QuickBooks Accounting software, Riskalyze risk assessment, and Vestwell Digital Record-Keeping.

With the ever-changing nature of technology, it can be both overwhelming and costly to adapt to new tech trends and stay ahead of the curve. But for smart business owners who know that they must digitally evolve their business to survive, Chalice is here to provide access to everything needed to thrive – all while saving members money. We provide you with the tools and resources to build the tech stack of your dreams and so much more. Check out all that Chalice has to offer here:

We welcome you to join the 56,000 SMBs brethren in the Chalice Network.