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        1. 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
        2. Growth Strategy: Adapting for Scale in the Current Business Climate
          Growth Strategy: Adapting for Scale in the Current Business Climate
        3. Is Identity Theft Protection Worth It?
          “An ounce of prevention is worth a pound of cure.” When Benjamin Franklin penned this enduring phrase nearly three centuries ago, he was advising the
        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. 6 Steps To Financial Empowerment For Business Owners
          Women entrepreneurs often face challenges on the path to financial empowerment. Consider these strategies for overcoming barriers and growing your business
        6. Abilities First: Celebrating Autism Acceptance Month with Greater Awareness and Understanding
          The month of April encompasses both World Autism Day and National Autism Acceptance Month, a time to foster greater awareness, understanding, and
        7. In the COVID-19 Economy, Employers Should Be Prepared for Increased 401(k) Hardship Distributions
          Article By Patricia A. Moran Mintz Employee Benefits Alert 401(k) plans must, by law, limit the circumstances under which plan money can be withdrawn by active employees. However, 401(k) plans can (and most do) allow in-service withdrawals in the event of an employee’s financial hardship. The COVID-19 pandemic is guara
        8. For CFOs, Overcoming The Talent Imbalance Means Focusing On Emerging Potential
          Leadership concept. Red plane taking a different direction while the white planes are going straight.
        9. What to consider as vendors add generative AI to workplace tools
          Vendors of all shapes and sizes are rushing to implement generative AI, a race begun by the release of OpenAI's ChatGPT and its newest large language
        10. What Will Customer Service Look Like In The Months To Come? Predictions For 2021
          Customer Service 2021@placesofourlives via Twenty20The stress and uncertainty of 2020 events have forced a heavy, transformative hand on the customer service industry. Customer service teams were asked to do more with less while customers had more questions than ever. Strapped for time and resources, customer service o