All tagged lock boxes

374: Lockboxes 101

Have you thought of using lockboxes? We discuss the benefits and implementation of lockboxes for managing client keys. We break down the reasons for adopting lockboxes, communicating the change to clients, and tailoring the approach for new and existing clients. We walk through our process of implementing them and how to address potential issues.

317: Celebrating Your Wins with Janie Budnick

What does it mean to fail forward? Lessons can be learned from our own mistakes, as well as through reading and engaging with others and new ideas. Janie Budnick, owner of 4 Legged Kids, shares how she has continued to learn and grow over the past 25 years in business. Janie’s passion for well run (and fun) businesses is evident in how she describes the importance of good role titles. She encourages us to read more and dives into what it means for her and her team to stay on mission in everything they do.