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1. 5 questions to ask at your first financial planning appointment
   Summary List PlacementAt your first financial planning appointment, it's a good idea to ask your financial planner about the total cost of their services (including any underlying fees in your portfolio) and how many clients they have. Ask about the plans they have to cover your needs if they leave the business, such a
2. Dispelling Five Common Payment Recovery Myths
   With customer acquisition costs rising, more subscription-focused businesses are searching for ways to improve customer retention and extend lifetime value. One solution is to reduce involuntary churn caused by failed payments.
3. Empty Shelves? You Can Still Give Great
   Empty Shelves? You Can Still Give Great Presents (and Save Money) The shortages are getting real:  a Deloitte report finds that 75% of
4. How to Handle Negative Customer Feedback the Right Way
   Feedback is usually a good thing. Whether positive or negative, feedback shows your customers want to talk to you. It can be a goldmine of information
5. Service Bundling Strategy – 7 Benefits for Your Small Business
   A service bundling strategy is a marketing tactic that involves offering multiple, complementary services as a package for a single price. You may wish to include other options in your packages such as information products or access via email or phone for questions to increase the value to the client. Usually the price
6. These 8 Benefits are the Key to Remote Worker Retention
   Between email, live chat, video, online, and document sharing via the cloud, working from home is a reality for a majority of employees. In fact, the 2017 “State of Remote Work” report found 52 percent of employees work remotely at least once per week. For employees, working remotely helps them maintain a healthy work-
7. What to do after a data breach
   At some point, every organization will have to deal with some sort of cyber incident.  In a perfect world, the post-attack reaction is well
8. Managing Money as a Couple
   When you marry or simply share a household with someone, your life changes—and your approach to managing your money may change as well. The good news
9. 3 Reasons Why 2022 Might Be the Year to Sell Your Business
   After 2 years of pandemic uncertainty, markets are settling down For small business owners, the past two years have been a rollercoaster ride of Covid
10. Do You Need Umbrella Insurance?
    When your standard insurance policies don't cover all of life's unexpected mishaps, there's umbrella insurance. Read on to find out if you need it