Experience a Renewed Perspective on Meetings

morning meetings at Roam

You’ve seen it. You’ve heard of it. You’ve experienced it. The meeting that should have been an email. At Roam, we want you to experience the opposite. We believe getting a group of people together produces value. It brings minds together to collaborate, discuss ideas, create solutions or simply, to team build, ultimately, achieving enthusiasm…

Read More

Making the Most of Your Meeting-Free Workdays

Employees seem to be drowning in meetings (and email) these days. Too many people are invited, nothing gets accomplished, it never starts on time and it’s disorganized. These are just a few of the most common issues with meetings in today’s workplace. Meeting-free workdays have emerged as one solution that some workers and companies are…

Read More

The Value of Good Legal Counsel

An Ounce of Prevention Is Worth a Pound of Cure   When you’re trying to launch your business, taking the time to involve a lawyer might feel like a big cost. Sometimes it’s difficult to see what the benefit is for the business. Before you keep rushing forward with your startup, hit the pause button.…

Read More

Protecting Your Personal Finances from Your New Business

Important Do’s and Don’ts from a Legal Perspective   When you’re focused on getting your business off the ground, you may be unintentionally putting your personal and professional assets at risk. Luckily for business owners, there are several easy and affordable solutions to set you on the right path. Learn more about these important aspects…

Read More

5 Tips to Recapture Your Wealth

Did you know that many American’s transfer away between $2,000,000 and $5,000,000 of their wealth over a lifetime.  Yes, millions according to U.S. News and World Report. Could you be one of them? The truth is we will all transfer away wealth but we all have the opportunity to recapture a good chunk of that…

Read More

Two Things Your Boss Wishes You Knew about Finance

If you’re not working in your company’s finance department, you might not think you need to know anything about finance. You may not even be privy to the financial statements. Regardless, a few financial nuggets can increase your knowledge, enhance your working relationship with your boss and help you contribute to the company’s bottom line.…

Read More

Foundation First

It was a low point. I was on the phone with a non-profit who specialized in debt consolidation and financial counseling. My wife and I had just laid out our total financial picture to the counselor on the other end of the line. We were waiting for her to come alongside us with some practical…

Read More

Simplifying Accounting for Entrepreneurs & Small Business Owners

Unless you’re an accountant, maintaining your books may not be high on your priority list. However, making finance work for you and streamlining these tasks can make a big impact on the profitability and longevity of your business. Whether you’re passionate about technology, consulting, sales or web design, get ready to crunch those numbers faster…

Read More

15 Best Practices for Marketing in 2017

Note: Some can also be used as a guide for hiking the Swiss Alps Marketing is not only fun but effective, when you follow a few straightforward tips along the trail.  These best practices have a tried-and-true track record, and will help your team not only think through strategy but the details of implementation, which…

Read More

Back to Marketing Basics with the Four Ps

With the explosion of digital marketing tools, it’s easy to get lost amidst the choices. Scoping out new marketing technologies can be exciting. On the other hand, finding the right tool can also be overwhelming, time-consuming and frustrating. Don’t let the wide array of shiny tech objects result in a shortsighted marketing strategy. Take a…

Read More