Social media can offer advisors opportunities to connect with prospective clients while nurturing relationships with existing clients. Approximately 40% of advisors use social media as a marketing ...

A marketing plan turns choices into numbers, timelines, and owners your marketing team can ship. A well crafted marketing plan ties marketing strategy, marketing efforts, and business objectives to ...

Marketing plans set forth comprehensive strategies to develop products and services for specific market segments, inform customers about products and get products into customers hands. A marketing ...

Every business depends upon certain "givens," which range from retaining key personnel, to emergency planning, to credit arrangements. But what happens when a relatively young CEO is killed in an ...

Writing your business plan. Ughhhh. It's definitely not the most exciting part of starting a business. In fact, if you're like a lot of entrepreneurs, you're probably going to find yourself pulling a ...

Cheers if you already have the best retirement plan for your business. If not check out the tax benefits of a cash balance pension plan. As we enter tax season, you may wonder what else you can do to ...

Forbes contributors publish independent expert analyses and insights. Diane Omdahl is a Medicare expert who keeps her readers in the know. Updated October 30, 2024: This post was revised to note that ...

The problem with most budgets is they don't work. While they look at a typical month's spending, what about birthdays, that dentist visit and other one-offs? This guide gives you some helpful tips and ...

11 Marketing Plan Templates You Can (Legally) Steal for Free Your email has been sent A marketing plan defines key objectives and ensures your campaigns tie in to big-picture objectives. Putting this ...

When creating an assessment plan, there are certain typical components - The document linked here was created by Dr. Marilee Bresciani (Ludvik), and can serve as a worksheet to document the assessment ...