The holiday season has traditionally been a good opportunity for financial advisors to express gratitude to their clients—and further solidify relationships—by giving thoughtful gifts. It turns out advisors are of different minds when it comes to gift choices: For some, giving to charity is the...
In my work with clients, I often hear a longing to give back, but people don’t know where to start. If you’re hearing this from a friend, give them a gift of a day (or a few hours) of volunteering together. You do the hard work of figuring out the what and when, and you ...
“AllmylifeI?vewantedtowriteaboutthatexperience,”saidSimon,ajournalistwhohostsWeekendEditionSaturdayforaradiostation.Hesaidthe jobchangedhislife. LikeSimon?slong-agoclients,Sallivesina homeforadultswithmentalchallenges.It?scalled SunnysidePlaza.Saliskindandhard-working, andshehelpsthecookinthekitcheneveryday...
As we look back upon the past year, we would like to acknowledge those who have helped us shape our business. Thanks for a great year, and we wish you all the best as you embark on 2025. At this special time of year, we give thanks for clients like you who have made our jobs ea...
They told me that was the best thing to give out this Christmas. The best thing we all teach our kids about Christmas is honesty. “Sure…there’s a real Santa Claus.” May your gifts be many, and your returns be few. Have a stress free holiday season! Christmas is mostly for ...
Marketing strategy for different industries What is a marketing strategy? A marketing strategy is a comprehensive plan designed to promote products or services, attract customers and achieve short, medium or long term business goals. Its ultimate goal is to reach your target audience through marketin...
For approximately four months in that period, Americans will be paid $600 a week, on top of their regular unemployment checks, which varies depending on the state you live in. If you areself-employedand now unemployed due to losing your clients during the pandemic, you are covered in ...
Legacy brands like Pepsi are moving over to the DTC model due to understandably lower orders from retail clients during the pandemic. To put it into context, in 2010, just 15% of Nike’s revenue was made up of DTC sales. But this figure rose to 43.7% in 2023 and is set to grow to...
Try to prepare at least five situations so that you will be ready for any unexpected questions during your interview. Performance Reviews Keep a document where you list any successful projects, tasks and kudos from clients. Then you can use this list to create a presentation to ...
Financial advisors help you make decisions about what to do with your money. They guide their clients on saving for major purchases, putting money aside for retirement, and investing money for the future. They can also advise on current economic and market activity. ...