We achieved our original goals for the UBS initiative; however, we received much more than the desired outcome. We found that there was a synergistic effect as Unique Business Solutions reviewed and discussed procedures with our staff. It wasn't one plus one equals two, but a force multiplier of one plus one equals three or more. We found as our staff discussed procedure, they became more enlightened and aware of what they were doing; more importantly, what they weren't doing.
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Tom Harms
COO, Summit Trail Advisors