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1. 3 Ways to Create Corporate Culture That Values Mentorship
   According to an Olivet Nazarene University study, 76% of professionals see the value in having a professional mentor—yet only 37% of people currently have one.
2. 7 Small-Business Strategies for Customer Retention
   Customer retention is an ongoing process, and it requires a genuine commitment to understanding and meeting your customers' needs. By Kalin Kassabov,
3. Customer Retention Optimization Strategies to Keep Customers Long-Term
   Your customers are your enterprise’s life’s blood. When you get a new customer, work to retain them and grow customer lifetime value. While the sales team will always be looking for new customers, retaining a current customer is far cheaper than finding a new customer to replace them. When you retain a customer, you’ve
4. Best Practices For Integrated Family Wealth Planning
   Shutterstock Legacy planning is an opportunity for families to define their values while creating long-term objectives to their wealth. While preserving wealth and developing an effective approach to pass it from generation to generation is often a challenge, sometimes the most difficult aspect of legacy planning is kn
5. How to Reduce Your Business Spending When Times Are Tough
   It's never easy to run a business, and economic downturns can make it even harder. It's crucial to examine your company's spending carefully during
6. Tax-smart charitable giving before you retire
   You’ve had a successful career and you’re almost ready to retire. While still in your peak earning years, is there a tax efficient way to give back?
7. 4 Estate Planning Documents Everyone Should Have
   Thinking about death can be… unpleasant. But when it comes to guarantees in life, death is one of the few.
8. 401(k) Losing Money? Here's Why You Shouldn't Panic
   It's been a rough week for stock investors as volatility rocked the market. If you've been peeking at your 401(k) plan balance, you may be seeing
9. Six Steps To Simplifying Your Money Life
   Navigating life’s challenges and transitions is endlessly complicated. Chances are you’ve known that for a long time. But here’s confirmation. In a new study from Capital One that polled about 2000 Americans, a whopping 73 percent said they considered finances a source of stress in their lives—way ahead of politics (59
10. 6 tips on how businesses can weather unpredictable futures with limited resources
    Businesses have weathered various storms through out the last year due to the instability and changing markets caused by COVID-19. With limited