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Latest Updates & News

Your Top 10 Takeaways from ISA’s 2018 Annual Business Retreat

Your Top 10 Takeaways from ISA’s 2018 Annual Business Retreat

It’s only been a few months since we left the desert skies of Tucson and the ISA community at the 2018 Annual Business Retreat, but if you’re like most of us, that respite from the whirlwind seems like it was an eternity ago. As we know, learning doesn’t last without...

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Change Your Perspective and Change the Game

Change Your Perspective and Change the Game

People are still talking about that moment. It was the final day of the ISA Annual Business Retreat, and members sat anxiously awaiting the marketing audit from Equiteq’s Pat Webb, eager to see how the different firms’ value propositions and messaging stacked up. Who...

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Busy Is Best–Says Who?

Busy Is Best–Says Who?

“I’m just so busy.” It’s like an auto-reply message we’ve all turned on in response to the question, “How are things?” How are things?! Ugh, it’s so busy. There’s much going on. So much to do! Earlier this year at ISA’s Annual Business Retreat, however, Juliet Funt,...

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