For many independent advisors, as well as other entrepreneurs, the most challenging aspects of day-to-day work are keeping their business running and team working efficiently. Many business owners work long hours without strong returns on their investment of time and money. Some common challenges for entrepreneurs include a lack of control, people who don’t listen or follow through, lack of growth and profit, and a struggle to find long-lasting fixes to recurring problems.
At Great Valley Advisor Group’s Valley Advisor Summit (VAST) last month in Austin, Texas, a few of our sessions focused on practice management and how to make your business as efficient and successful as possible. If you feel like you’re working hard and focusing intently on your business but still not achieving the growth you’d like, then it may be time to take a step back and look at your operations more critically.
The Entrepreneurial Operating System Model is a methodology that can help you and your team simplify, clarify and achieve business goals by highlighting six key components:
- Vision: The vision for your business is what keeps you and all members of your team aligned and working synergistically toward a common goal.
- People: A business is only as strong as its people; but as a business leader, you need to define the standards for your team.
- Data: Determine your specific objectives and how to measure them in order to maintain a constant pulse on the performance of your business.
- Issues: Identify, discuss and permanently solve the issues your business faces so you’re not trying to solve the same problems over and over, enabling you to focus on new challenges.
- Process: “Systemize” your operations by identifying the core processes that run and define your business — this is your secret ingredient.
- Traction: Ensure discipline and accountability are part of your business and enforce your vision.
By focusing on these six aspects, business owners can eliminate systemic issues, tackle bigger challenges and achieve further growth. Efficient practice management is key to successfully running a business. EOS Worldwide offers many free tools to help you and your leadership team brainstorm to set goals and define these components, which will help your business excel. It’s important to meet regularly with your leadership team to assess the strides made thus far, challenges you still face and goals you want to achieve in the short term as well as long term.
A strong leadership team requires leaders who are self-aware, knowing their strengths and weaknesses. To this end, the VAST conference offered GVA advisors an opportunity to learn from the Predictive Index, a quick online assessment meant to improve self-awareness, employee development, onboarding, team performance and overall business success.
The PI assessment measures a person’s level of dominance, extraversion, patience and formality, as well as how predictable their actions within each of these traits are. The results place the entrepreneur in one of 17 categories that outline their personality traits, including what works well in a business/team setting and what doesn’t.
Those profiles are split into four categories: analytical, social, stabilizing and persistent. Each profile details needs, behaviors and signature work styles to help business owners understand how their actions affect their team and which work environments they excel in. This customized insight can be a game changer in how you run your business and communicate with your team.
As an advisor or business owner, you need to know that the time and money you invest will help achieve your goals and vision. Leveraging the EOS methodology and tools like the Predictive Index can help your business become healthier and more efficient, leading to accelerated growth and success. In turn, your time at work can be more productive, allowing for more personal time and a happier, better balanced life.
The pandemic prompted a significant shift within the financial services space, yielding a decentralized workforce as professionals moved from the corner office to their home offices. What was believed to be a short-term solution has evolved into the new reality for many businesses. While the change may be welcome in many regards, it creates new vulnerabilities that RIAs have never encountered. Chief among them, a greater risk of cyberattacks. Globally, over 75% of institutions saw an increase in cyber attacks and crime since the pandemic began.
Cybersecurity needs to be a top priority for RIAs. Our team at GVA has been proactively designing a solution that will help advisors in the GVA network safeguard their practices and client data, and we are excited to share more on GVA SecureOffice, a new cybersecurity-focused platform powered through our partnership with Align Managed Services, a leading technology and advisory firm in the investment management industry.
Our Chief Operating Officer James Spinelli recently sat down with Align’s Chief Operating Officer, Vinod Paul, and Managing Director, Cybersecurity and General Counsel, John Araneo to discuss the latest trends in the cybersecurity space and what RIAs need to know to protect their businesses. Here’s what they had to say:
What is GVA SecureOffice and what benefits does it provide GVA advisors?
James: The GVA SecureOffice is a cybersecurity and operational platform designed for our advisors. It provides the proper cybersecurity infrastructure, rooted in the policies and procedures that our firm adheres to. It also provides managed IT services and the office applications and backend structure that they need to run their business. The platform is powered by our third party partners at Align Managed Services. Align is cutting edge in respect to cybersecurity best practices and regulatory policies, and GVA SecureOffice empowers our advisors to focus on their clients while having the peace of mind that their business is properly structured.
How does a single-point solution like GVA SecureOffice yield stronger cybersecurity measures?
James: We feel incredibly confident in the platform as we introduce it to our advisors. GVA has been using the GVA SecureOffice platform internally for over a year. We did this to best understand exactly how it works, its full potential and Align’s role. It will help yield stronger cybersecurity measures because advisors and access users will be on one secure platform with professional oversight on the cybersecurity policies and procedures we put in place for the different offices we are working with.
How will the components of GVA SecureOffice better protect GVA advisors from cyberthreats?
James: We have the best minds on this platform. There is protection from both the technology and knowledge standpoints of who our advisors will interact with at Align and GVA. Those are measures that we put in place to not only protect the advisors, but also their end clients and the personal information they hold.
Vinod: Maintaining a secure environment is a must-have from a compliance, reputational, operational, legal and due diligence standpoint. Cybersecurity is a multi-factor challenge that requires a number of layers of security. These layers are built into the technology platform we have designed for GVA SecureOffice. Aside from the technology piece, we have to ensure users know how to leverage the technology available to them.
James: Education is essential.We have quarterly compliance calls that include an educational component about cybersecurity. In our most recent session, John spoke to our advisors and employees on best practices, what to look for and more.
Vinod: The beauty of the platform is it’s evolving. We don’t just deploy dual-factor authentication and never look at it again. As the threat landscape changes, new technology becomes available that enables us to better protect our clients, and we pass on that industry-specific knowledge to the clients.
Cyber attacks have increased in recent years and have been a heightened concern as more businesses operate in a virtual environment. What do advisors need to know about the current environment for cyberthreats? How can they safeguard against cyber attacks?
John: The world has transitioned from the corner office to the home office, and the necessary protections have evolved. Technologies can accommodate protections at the end-point level. Advisors need to be mindful of this. We are no longer looking to protect just the server room. Instead we now need to safeguard the end-point, the laptop, mobile phone and other parts of a distributed network. Those who are working from home need to make prudent decisions about what has been authorized by the network. The shift to a decentralized workforce has really changed this.
What is new for advisors when it comes to cybersecurity? What changes have been made in 2021 to help better protect RIAs?
James: The applications advisors are using today have gone internet-based. They are no longer installing software on a computer and are logging into their trading platforms, performance reporting platforms, email, etc. Advisors’ work is cloud-based, and these changes open the door to vulnerabilities and have come with the need to enhance the overall platform and tools installed on computers to monitor usage and related activity on individual computers. Align has end-point services that monitor what is going on. It sends information to a centralized source that monitors if someone’s activity is unusual.
Vinod: We put a lot of emphasis on securing your identity. This is leveraged often with single sign-on, dual-factor authentication, a secure Microsoft ID and accessing SaaS-based applications, like portfolio management, banking, institutional services and more. With the decentralized workforce, we worry about the actual end-point, whether it’s in the office, a hotel room or the home, and we look at behavior and leverage artificial intelligence to identify malicious behavior.
John: Cybersecurity Risk Management contemplates balancing many fluid elements simultaneously, new attack vectors, new malware and new protective technologies. As these elements continue to evolve, one thing is constant; advisors simply cannot skimp on the underlying IT infrastructure as the foundation to a meaningful Cybersecurity program. GVA SecureOffice is providing a stronger underlying IT infrastructure advisors need to adequately protect themselves.
Are there any new elements advisors need to consider for a robust cybersecurity policy/plan?
John: In 2020, the SEC made a significant shift in the regulatory landscape by adding mobile security as a unique domain within a model cybersecurity program. As advisors continue to respond to the evolving landscape, the ability to collaborate cohesively and securely is important, and mobile security is a part of this. Mobile security has been a significant and inevitable addition, and is certainly a sign of the times.
We have also seen an increase in regulatory appetite for disaster recovery and business continuity controls. These have been heightened up the ladder on the regulatory landscape.
Why is it so important for advisors to prioritize cybersecurity in today’s environment and to do so using the right partner?
James: In general, everything that every business is doing translates back to some internet base, and they have some information stored in a network environment. Cybersecurity should be your primary concern. You don’t want to simply partner with someone because they are the least expensive or easiest to partner with. You want to partner with a firm who does this day in and day out, specializes in the space and is entirely dedicated to designing and implementing cybersecurity solutions for financial services firms. Consider this: your clients come to you for specific advice for investments. If they come to you with tax questions, you partner with a CPA who can help. The same perspective applies to cybersecurity; you want to use someone who specializes in the space.
Through GVA SecureOffice, we are partnering with Align, who we feel is best in the space, so our advisors can feel comfortable and confident in the platform.
Vinod: The two greatest assets of financial advisors are their labor and employee-base and their intellectual capital. There is a misconception among small advisors that they are “too small” for a hacker to pay attention to them. This is the wrong way to think about things.
Hackers are sophisticated and see it is easier to mine a small organization’s data. Firms like Bank of America, Wells Fargo and other large institutions have layers and layers of protections. Small financial advisors, especially those who are decentralized, may not have as many layers. GVA SecureOffice allows small individual firms to deploy enterprise-level security within their organization.
John: Advisors must address cybersecurity risk management in a meaningful way and too many vendors fail to right-size the appropriate cybersecurity controls for today’s investment managers. The SEC has declared cybersecurity as a top regulatory priority for the last nine consecutive years and ODD firms will not give any managers who lack the required controls a second bite at the allocation apple.
How are advisors missing the mark when it comes to their cybersecurity measures?
John: The biggest mistake advisors make is not taking cybersecurity seriously as a fundamental tenet of their business and failing to properly invest in underlying IT infrastructure. The industry has long tolerated inexpensive IT offerings that provide sub-par networking and IT solutions and we’ve disproved the IT vendors’ “race to the bottom” model in this industry. So the big miss is when the underlying IT structure is not taken seriously enough or isn’t invested in it properly.
Vinod: It is easy to go and try to run IT by yourself. Anyone can go into Microsoft Office 365 and start up an environment. The hard part is configuring it correctly and ensuring you can employ levels of underlying technology features.
Cybersecurity is not a project, but rather a process. You can take a methodical approach to Cybersecurity and employ a reasonable cadence in maturing your cybersecurity program over time.
For more insight on GVA SecureOffice, our partnership with Align Managed Services and the combined benefit for advisors, schedule a call with us.
Throughout the past two years, the pandemic has slowed down or completely halted many businesses. Yet, the RIA industry has seen a surge in interest and growth which has exceeded many RIA leaders’ expectations. With growth expected to extend well into the next year, future-looking leaders stand ready to tackle the next challenge and solve the next problem.
At GVA, CEO Ryan Todd leads the way for new and innovative ideas to keep the firm on the leading edge of the RIA industry and positioned as an attractive partner for growth-oriented advisors. His passion for the financial services industry was sparked at a very young age, watching his father grow his CPA practice, and has only grown with time. Ryan was inspired to launch GVA in response to a significant gap that he saw in the RIA industry. Instead of finding workarounds like many other people would do, Ryan started from ground up, building a business that could effectively solve problems for advisors everywhere.
His passion remains strong, and he has a steadfast approach to propelling advisors ahead in their career paths through personalized advice from his own life experiences and through a hands-on approach to integrating the tools that they will need along the way. We recently spoke with Ryan about how he brings the GVA mission to life every day, the impact he’s made on countless advisor practices and his goals for the future. Here’s more from our conversation:
What is your leadership style at GVA and why is this perspective so beneficial to GVA advisors?
We run an open-architecture style business here at GVA. COO James Spinelli and I are behind the scenes working day and night to build the GVA brand and improve the offerings for advisors, while advisors work independently to run their businesses however they think is best. This approach empowers advisors and allows individuality and creativity to flow throughout GVA.
Importantly, though, the behind the scenes work that we do at a management level is very comprehensive and critical to our larger mission. In our industry, every RIA is seeking growth by adding new advisors, and along the way are making promises of ways they can help advisors grow their practices. Unfortunately, not many RIAs actually live up to the promises they make and instead, offer the bare minimum to advisors. James and I work as a team to come up with new and innovative ideas that will make a difference in the lives and practices of our advisors. At GVA, we are committed to delivering on the promises we make, and this truly sets us apart.
How does your past life and professional experience influence your approach to leading GVA?
I started out in the industry by buying my father’s CPA business from him. While the initial focus was on the accounting and tax side of things, many of my clients in that business were looking for financial planning advice, too. Instead of sending them out the door to seek that advice elsewhere, I decided to go out and obtain the credentials needed to service them myself. This is why I became a CPA. From there, I built out the business and it started me on the path to where I am today.
GVA has been strategically designed from day one. There was a major gap in the industry that James and I were looking to fill. Advisors would go to their RIA and ask them for advice and ideas to grow the business or better service clients. They would get the ideas, but then it would be up to them to implement those ideas. We are hands-on, diving into advisors’ challenges and practice management concerns. We not only will offer thoughts and ideas, but we will actually put those words into action alongside you.
You have founded other successful businesses in the past. How does your past entrepreneurial experience relate to your current day-to-day?
I’m known among my friends as a serial entrepreneur; I have started businesses and failed and started again. If there is one thing I have learned, it’s that things don’t always go as planned. I work with many advisors who are successfully running their businesses and others who have failed just like I have in the past. I like to offer complete transparency with our advisors when it comes to mistakes they might be making or areas where they could improve their business. My past mistakes were all learning opportunities that help me better direct our advisors. This personal experience really means a lot to GVA advisors and they value my honesty and frankness. The fact that James and I have both been in their shoes, gives our advisors confidence and legitimizes what we offer to advisors here at GVA.
How did your experience as an advisor inspire you to design GVA in the way that it serves advisors first?
When James and I started in this industry 13 years ago, the landscape was significantly different. The industry has evolved and advisors are looking for different things now than they did back then. GVA understands that needs, demands and objectives change rapidly and we are well-positioned to evolve with advisors.
In the beginning, I never would have thought that technology would play such a large role in this business, but here we are now and technology is the cornerstone of the entire industry. One of the best and more recent examples of this is social media. Many advisors come to us and tell us that they are very interested in social media and growing their business that way. Although this is not the way that I did things or one of my personal focuses, I still have to have an understanding of the value of social media in spreading word, building a brand and creating an identity.
Being in the industry for as long as I have has given me this ability to see things from another perspective and be nimble enough to change with the times. You can never be too humble as a leader in this industry – it is crucial to be open and accepting to change and equipped to navigate anything new that comes our way.
Where do you look for advice, inspiration and insight in your career?
There are two people in my life who offer me two different perspectives, both of which value greatly.
The first is my wife. I turn to her and tell her what I am going through or a situation I am trying to navigate and she offers me a third party viewpoint from someone who is not in the industry. She’s not afraid to call me out and let me know when I am wrong. Her unfiltered advice truly drives many of the decisions that I make.
Another source of inspiration for me is my father. When I was a kid, my eight siblings and I had no idea how much work my dad put into his business on a daily basis. He managed to come to every single baseball game, every family dinner and be there for all eight of us, while working as hard as he did. What we didn’t realize is that he went back to work at 9 p.m. every night once we all were in bed. I was 10 years old when I told my dad that I wanted to take over his business; his response was that I didn’t work hard enough to run a business. His take surprised me and he offered advice that remains with me today: “the only way to do it, is to do it.” This became my mantra. From that point on, my grades went up and stayed up. In college I never skipped class like many friends and roommates did, and I pushed myself every day to put in the work that my father did.
I strive to be as hardworking as my father is, while still dedicated time and energy to my family. Every night at 9 p.m. when my kids are in bed, I follow in my father’s footsteps back to the office to put more work in. To this day, I often quote exact phrases that he has said to me to our GVA advisors. My dad continues to be a part of it through the advice that I live by and pass along to other advisors.
When the idea of GVA came to fruition, I was scared. I remember texting James saying that I had an idea and after discussing it, James quit his job and we started working to bring that dream to life. Both of us were lucky enough to witness our dads building businesses from the ground up as kids, which gave us more confidence knowing that it could be done if we put the work in and remained dedicated.
Lastly, another source of inspiration for me is running. I run every day to clear my head. After a good long run, I feel like I just solved all of the world’s problems in 60 minutes.
What do you feel is the most important thing for advisors to learn about GVA as they are getting to know you?
From where we were in 2014 to where we are now, I truly believe that we can match up to any of the larger RIAs in the industry. Our close relationships and family atmosphere exceed what could be expected at a larger firm and we have the same offerings, plus the ability to implement them ourselves for advisors. There is no micromanaging in the GVA atmosphere and all advisors are free to run their businesses how they see fit.
We are committed to growing this company and making it thes best advisor experience possible. Anyone who joins us in this journey is treated as their own entrepreneur. We offer the help, technology and support but allow advisors to choose what they want to participate in and come to the table with any other needs they might have. Advisors at GVA are constantly building on this open-architecture platform and adding to their offerings through GVA.
At GVA, we are a community that lifts each other up. We equip our advisors with the tools and technologies that they need to succeed and watch them grow. We truly believe that this is the philosophy that allows for the most long-term success and look forward to continuing to add to our offerings for our team and pushing them even further along in their personal journey.
For more insight on the GVA culture, leadership philosophy and opportunities for advisors within our network, schedule a call with us. Connect with us on LinkedIn and Facebook for our latest insights and team updates.
Advisors’ worlds have been completely revolutionized within the past two years, as they’ve navigated shifting terrain in the regulatory landscape, managed a transition to remote work and subsequent return to the office, and faced mounting pressure from clients concerned about the ongoing coronavirus pandemic.
These changes have prompted many advisors to reevaluate their businesses and approach to the profession, especially regarding where they seek support. Many advisors are turning to advisor networks ― groups of like-minded advisors coming together to achieve a common goal ― in their pursuit of ongoing business growth and personal development.
Great Valley Advisor Group (GVA) is anchored by a culture of connectivity most readily seen through our advisor network. We have thoughtfully designed a model that allows our advisors to operate independently while still being part of a larger team, surrounded by the knowledge and insight of other advisors. As advisors look to the future and seek avenues for continued growth, aligning with a network presents an appealing opportunity.
Cornerstones of the GVA Advisor Network
GVA’s strategically designed, well-curated advisor network drives success and provides a supportive and productive community for members, based on four cornerstones:
- Transparency with our partners: We pride ourselves on our commitment to communication with advisors. This means initiating an open dialogue and maintaining candid conversations around what is or isn’t working, where specifically they need more support and how our team can do more to propel their success. These conversations must be frank, and rely on our leaders and advisors coming together, but the resulting transparency and corresponding experience are unmatched.
- Facilitating strong advisor relationships: The strength of the GVA network doesn’t come from the top, but from within. We look to our advisors, themselves, to help advance the network as a whole by engaging with fellow advisors, learning from one another and sharing experiences and advice along the way. Advisors who join the GVA network need to be willing to have these types of conversations, and those who engage at this level truly flourish.
- Making a consistent and considerable investment in tools: GVA’s business model is built on a foundation of technology and innovation. From day one, our leadership team recognized the importance of implementing strong technology systems, as well as comprehensive tools and resources, and the impact this makes on advancing an advisor’s practice. GVA network advisors gain immediate access to our dynamic technology stack and robust solutions to support their growth.
- Providing ongoing support aimed at advisor practice growth: Our work with advisors extends well beyond technology and related tools. We identify their areas of need and how they want to grow, and then implement targeted support and solutions. Our M&A team is a great example of this philosophy in action. Our advisors are entrepreneurs who seek to grow their businesses, and the M&A team offers a clear path forward for such inorganic growth, providing insight on the acquisition process, preparing relevant documentation and information, reviewing deals and more.
A Near- and Long-Term Plan for Growth
The strength of the GVA network lies in our ability to consistently adapt to the changing environment. Our primary goal is to empower advisor growth, and we feel strongly that a well-curated network of advisors is the best way to do that.
Advisors who join our network realize immediate benefits, coupled with longer-term advantages. The network provides a centralized platform yielding high levels of efficiency that advisors cannot leverage elsewhere. The suite of technology and resources they need to create an immediate impact on the business and streamline operations are available at their fingertips.
From a broader perspective, the network’s focus is strengthening our partnerships with advisors and creating the connectivity they need to thrive. We provide resources and the advisors offer insight, innovation and growth to the platform. We strive to continue enhancing our offerings to advisors within the network and realize that both parties add structure as we grow. We select advisors who are innovative in nature and maintain a similar philosophy and outlook on the business landscape.
The feature we plan to implement in the near future is small advisor forums within the larger network, creating connections among advisors facing common challenges or seeking to uncover similar opportunities within their businesses. We are using these as a springboard for stronger relationships within the network and to share valuable insights into where our advisors are taking their practices, so we can add new solutions and services.
Finding Your Network Match
For growth-oriented advisors, finding the right network to align with can make a significant impact on your business. The right network partner is one that shares your values and communication style but celebrates diversity among its community. Diversity in opinion, focus and life experiences will drive a stronger network and add significantly more value for the advisors.
Every advisor who joins the GVA network shares our larger vision and goals for the future. The growth of the company is only as strong as its core, and our advisors are the core of everything we do.
Technology continues to dominate the conversation around advisor growth strategies, and the ability to leverage it as a growth tool remains an important focus for the future. Technology is my passion, and I have always been keenly focused on its role in helping businesses grow and adapt, as well as its ability to revolutionize how we approach our daily lives.
This has become even more apparent within the last year, as more advisors shifted to remote work and more firms were forced to invest in tech to keep business activities consistent. In fact, the TD Ameritrade RIA Sentiment Survey found that RIAs were investing more in technology than planned because of the pandemic, with 33% of firms upgrading tech capabilities because of the shifting workplace needs.
The last year has opened advisors’ eyes to the role technology plays in their practice and its ability to amplify impact or harness growth. Here at GVA, we have always placed a high priority on technology, leveraging it to improve how we work as a team and with the advisors aligned with us. This focus has been instrumental in our growth and ability to partner with advisors from across the country.
Technology is non-negotiable for sustained growth
While advisors know they must embrace technology in today’s world, it can be difficult to know where to start. I recommend assessing your current tech stack and examining what is working, what is being actively utilized by the team and how your practice is benefiting.
Once you have an idea of your baseline, you can begin shopping for other technology assets. There are two silos of technology: 1) tech you need and 2) tech that can help grow your business. The first category includes the basics, like your custodial platform, CRM system and other specific tools — the technology that helps you run your business efficiently. The second category involves the technology you need to grow and that empowers you to focus on specialties — the tech that gives you the “disruption factor” that will create real change.
Technology should allow you to streamline tasks, establish workflows and work smarter. When used correctly, technology can propel your practice to new heights. If your current technology package is not meeting these goals, it may be time to reevaluate how you are implementing tech into your work.
Leveraging technology for our advisors via open architecture
GVA is 100% technology-driven. We have put a very robust technology structure in place with elements that support growth. We have partnered with Align Cybersecurity to design cybersecurity policies and procedures. We offer Valor Asset Management, a comprehensive and technology-supported asset management platform; as well as AdvisorBOB, our dynamic advisor compensation software. We have worked to customize Salesforce for our team’s benefit, with specialized workflows, processes, automation and more to streamline activities and allow more time for business-building efforts. We are currently building our GVA Gateway, which will function as an intranet for our advisors to connect, share ideas and collaborate, as well as a centralized portal with the resources and tools they need to succeed.
We feel confident that we have the right tools and resources in place, and we have designed an open-architecture structure with our technology, allowing firms who align with us to opt to continue using their preferred technology platforms after joining us. They will gain access to our suite of solutions but it is up to them whether or not they use it. We view this is an excellent opportunity for our advisors to leverage what we have built to whatever extent they desire.
How technology has revolutionized GVA’s approach
Our focus on technology has been intentional and supports our larger approach to working with advisors. Our goal is to help advisors up-level their practices, as well as provide them with the tools and resources they need to grow their firms and meet their long-term objectives.
The technology we have in place is attractive to our advisor partners, but also allows us to collaborate with them in a better and more meaningful way, effectively elevating the conversation from surface-level to an in-depth and actionable discussion. We can quickly view and publish reports and benchmarks against similar advisors, and we have more visibility into our partners’ businesses so we can understand their challenges and trends. This allows us to explore challenges and create solutions in real time, connect them with other advisors who have faced similar challenges and collaborate in a way that makes everyone better. My colleagues and I can give real advice, outlining specific tools that will work for you and more. We are solely focused on helping you grow your business.
As technology becomes more central to our lives, it’s impossible to ignore the implications it can have on your practice. Technology is nothing if you don’t have anyone using it — and doing so to its full potential. We view it as one of the best tools available to meeting your short- and long-term goals and facilitating meaningful connections. For more insight on the technology we employ to improve workflows and empower advisor growth, and how we can help you leverage technology to grow your practice, schedule a call with us. Connect with us on LinkedIn and Facebook for our latest insights and team updates.