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CEO Spotlight

The Human Touch in Financial Planning: Cindy Giovacchino on Building Meaningful Client Relationships

As digital transactions and automated financial services grow, the personal touch in financial planning is more important than ever. Beyond numbers and investment strategies, financial planning is about understanding individual needs, goals, and values. A strong client-advisor relationship fosters trust, transparency, and long-term financial well-being. The Value of Personalized Financial...
Anil K. Singhal
CEO Insider

The Challenge of Succession

Succession planning is often a company's greatest challenge, especially for a founder, CEO, or top executive. Yet, despite its importance, most enterprises need to handle succession better. Even some of the most significant corporations have turned from industry dominance and global acclaim to inconsequence and failure simply because they didn’t...
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