Most Ops Reviews are little more than readouts of history — they tell executives what already happened but offer no mechanism to ensure the future changes.

Advisors who productize recurring offers grow faster and retain clients longer.

Advisors must learn to navigate multi-stakeholder sales cycles with confidence.

Outcome-only metrics can mislead. In low market share markets, wins come easier; in high market share markets, every win takes exceptional execution — yet the numbers often tell the opposite story.