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  • About Us
  • Our Founder
  • Our Method
  • Our Community
  • Join SRT
  • FAQs
  • Schedule A Call

Client Relations

Read more about the article Why Your Next Hire Must Be a Referral Concierge

Why Your Next Hire Must Be a Referral Concierge

  • Post published:December 9, 2025

If you run a successful professional services firm and you are approaching or already past seven figures, pause for a moment and take a breath. Think about the lifetime value…

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Read more about the article Hitting Singles: The Key to Effective Collaboration

Hitting Singles: The Key to Effective Collaboration

  • Post published:September 9, 2025

When professionals collaborate, too many step up to the plate swinging for a home run. Whether you’re a high-end financial advisor, a successful M&A professional, or a CPA, the temptation…

Continue ReadingHitting Singles: The Key to Effective Collaboration

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