Co-founder and Executive Manager at Charter Capital with a history of 28 years working in the financial services industry. Skilled in Cash Flow, Leveraged Finance, Factoring, Mergers & Acquisitions (M&A), and Structured Finance. Strong business development professional with BA from The University of Texas at Austin and MBA of International Business from University of South Carolina.

How to Use Customer Feedback to Boost Small Business Growth

Learn how to get the feedback you need and what to do with it in this detailed guide.

Customers are speaking up. Is your brand listening and turning their words into actionable strategies to grow your business? On this page, you’ll learn how to find and solicit customer feedback and what to do with the information you learn to boost your business growth….

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10 Smart Ways to Leverage AI in Customer Service

Learn why it's essential and what areas to focus on in this detailed guide.

Public opinion on artificial intelligence (AI) has shifted in recent years. Today, nearly three-quarters of people are comfortable leveraging an AI chatbot, and more than half say this extends into sensitive areas like medical and financial matters, a recent Qualtrics survey shows. More than half…

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Focusing on Business Goals: 6 Ways to Stay Targeted

Graphical representation of SMART goals.

Nine out of ten businesses fail to reach the strategic objectives they set because they don’t implement well, Economist surveys show. While there isn’t a single barrier that can be blamed for the issue, it often comes down to maintaining focus. An idea may look…

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