In 2018, we began writing our clients an annual letter to share our personal and practice goals to help vision cast for the year ahead. We pride ourselves on continuous improvement and accountability, and we believe our comments here help underscore that. In reviewing our past letters, one thing stands out: our ability to implement tools, techniques, and tactics that add value to our practice internally, and to our clients externally. It’s always our goal to avoid inundating clients with unnecessary communications (i.e. why you don’t get something for every holiday etc.). We hope that when you receive communication from us, you know that it matters and is worth your time and attention.
In 2025, we plan to move to a monthly newsletter format to help us streamline content and the number of emails you receive from us around market reviews, events, and reminders. We will also be updating our website regularly under “Insights”.
May your 2025 bring new growth and opportunities!