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The processes you use to order merchandise for your company are vital to control risks, prevent fraud, ensure maximum savings and maintain regulatory requirements. You should develop a checklist to ...

In our hectic, always-on world of work, it’s imperative to take the opportunity to orient yourself on what’s important every day. The alternative is to let circumstances dictate where you go and what ...

In the ten years since Dr. Atul Gawande published The Checklist Manifesto, the use of checklists has proliferated in fields from medicine to investing. Gawande, a surgeon, made a particular focus on ...

Client meetings are one of the most important touchpoints we as financial advisors can have with our clients. A well-executed client meeting is an opportunity to build clients’ trust and confidence in ...