The Grail with Keith Gregg (1/6/21)
Increasing the value of your business is a primary goal that every progressive business owner shares. However, this common objective is anything but common in terms of one’s ability to accomplish it, as it distinguishes good leaders from the great and the great from the visionaries.
Keeping Clients on Track for Retirement
Retirement is not as simple as it once was. The National Retirement Institute’s (NRI) April survey stated that investors having more than $100,000 in assets no longer believe that they are secure...
Chalice Network and FSP Announce the Launch of Chalice FinTech Institute
Chalice Network and the Society of Financial Service Professionals (FSP) proudly announce the launch of Chalice FinTech Institute (CFI), a comprehensive FinTech educational platform designed specifically for the financial services industry
The Grail with Keith Gregg (1/13/21)
Treat your business like it’s your baby. I’m sure you’ve heard this saying before: give your business the love, attention and care it needs to survive and thrive. While this metaphor typically relates to aspects of managing and investing in your business, consider it through a more profound lens — protecting your business.
The Grail with Keith Gregg (2/17/21)
As I’m sure many of you feel, your business is your baby. And as you would a child, you want to see your business mature and achieve its full growth potential. There’s no set way to run a business, which means there’s endless ways to grow, innovate and achieve success.
Financial Advisors Increasing With Younger Generations
Overall, the results proved that younger people are becoming increasingly aware of the need to secure their financial foundations better...
The Grail With Keith Gregg
It is easy to set up a business, but to maintain the consistency and to be qui vive of financial hardship is much looked down upon. It is understandable that business owner might find it difficult to take care of business single handedly, that’s why Chalice Network was born...
The Grail With Keith Gregg (10/28/20)
When you start a business you are required to make a lot of business choices and decisions around products, services, technology, and tools. While people who begin a business usually have ton of employee experience, they lack experience as business owners and operators...
How To Close A Deal In A Virtual Environment
Before this year, virtual meetings weren’t exactly people’s first choice as a method for business communication. However, advisors should get used to hosting and attending them moving forward...
The Grail with Keith Gregg (11/25/20)
Advisors should reconsider their communication strategy in the “new norm." Here are some key ideas to keep in mind when re-evaluating your B2C or B2B communication, as well as helpful tools and resources to follow through.