Coop’s Corner 

Coop's Corner Episode 4: Infrastructure

Have you ever had a fantastic meeting with a client, but get back to the office and realize how much work you created for yourself that might get in the way of helping more clients? As we all know, the job doesn’t stop when the client says ‘yes’ and signs (or DocuSigns) on the dotted […]

Coop's Corner Episode 3: Marketing

Have you ever had a situation where you knew you needed to market your practice more effectively, and you sought out advice but received no support from your firm? In this episode, Charles Cooper discusses our relationship driven approach to marketing, designed to help the associates who make up the firm to stand out from […]

Coop's Corner Episode 2: Penny Vs. Dollar Work

As you continue to expand your practice, do you find yourself spending more and more time in less profitable, administrative activities? In this episode, Charles Cooper discusses the firm’s approach to penny work vs. dollar work and how our infrastructure is designed to allow you to spend the preponderance of your time – every day, […]

Introducing Coop's Corner | Episode 1: Be First or Be Different

Welcome to the very first episode of Coop’s Corner, a monthly video series focused on key topics and challenges of the financial services industry, presented by Skylight Financial Group. Each month, we sit down with Associate Managing Partner Charles Cooper (or “Coop,” as you will soon come to know him) to address common industry pains […]

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