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1. An Estate Plan For Every Stage Of Life
   There are many common misconceptions surrounding the topic of estate planning. For example, many people believe that estate planning just means having a will. Others think that estate planning is only a concern for retirees or those over age 55. Unfortunately, these misunderstandings can be incredibly harmful to your l
2. 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
3. 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
4. Customer Retention Strategies That Work in Uncertain Times
   Change is one of the few constants in life, especially in business. Enterprises that are able to adapt to change will be able to withstand not only the small fluctuations of everyday operations, but also sudden major disruptions. A global pandemic is but one possibility here; natural disasters and other crises may pull
5. Employee expectations are changing. Here are 5 ways to keep up
   Even before the pandemic disrupted life as we know it, the human resources department was feeling the pressure to evolve. Due to the ease of use of consumer apps and websites, employees simply expect more. The need for a better way to connect with colleagues and improved accessibility of core people systems and service
6. 3 Things That Will Give Your Business A Better Chance Of Succeeding
   Success relies on more than just a handshake. Do you want your business idea to succeed? Of course. No one creates a new company, product, or service hoping that it fails. Despite your good intentions, you might be missing a few key things that could give your venture a better chance at long-term success.
7. 4 Common Tax Planning Mistakes
   What errors do advisors often see—and how can you avoid them? What the Professionals Say About Tax Planning   We talked with two high-ranking
8. How To Wrap Your Business Up With A Nice Little Bow For Year-End
   Ah, the end of the year. It’s time for holiday promotions, boosted sales (hopefully), and year-end preparations. If you don’t prepare for the end of the year and follow a checklist, you’ll probably find yourself burning the candle at both ends. Coming from an experienced business owner, it’s never too early to start pr
9. How to Integrate Social Media with Ecommerce (2021)
   A smart company goes where the eyeballs are — and they’re on social media more than any other type of content platform. Blending your ecommerce platform with social media will help you catch your audience’s attention and turn them into customers. Here are some social media ecommerce statistics that will have you thinki
10. 3 ways banks, fintechs and FIs can harness AI for success
    How will advanced AI-powered financial services enhance the customer experience? According to a report published by consulting group Opimas, the financial services sector was projected to have spent US$1.5 billion on artificial intelligence (AI) in 2018, rising to US$2.8 billion by 2021. Much has been made of the expec