checklist

/Tag: checklist

Are you where you need to be? – WST

2018-06-21T15:39:27+00:00

June 21, 2018 Are you where you need to be? - WST We are smack dab in the middle of 2018.  I always refer to it as the ‘point of no return.’  For our financial institution customers, regulations require you to complete many things each year, but it is easy to push things back and put out the fires that are in front of you.  Now is the time to ‘re-vamp’ the plan you started with in 2018, before 3rd quarter craziness begins.  Think about it – the 4th of July is right around the corner, we’re [...]

Are you where you need to be? – WST2018-06-21T15:39:27+00:00