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How The Personal Touch is Important for Every Business

By Holly Kaplansky | December 3, 2020 | Comments Off on How The Personal Touch is Important for Every Business

The personal touch is particularly important now more than ever during COVID, as people may be feeling isolated and unappreciated. Personal outreach, showing interest in your customers’ situations and making them feel appreciated will benefit your business.

Best Practices In Data Science, Technology, Content Marketing

By System Administrator | November 25, 2020 | Comments Off on Best Practices In Data Science, Technology, Content Marketing

Your business depends on driving a healthy upper sales funnel. But it’s just as important to focus on accelerating qualified leads through your middle and lower funnel and avoid any slowing down of close-winning the opportunity.

Savvy Social Security for Baby Boomers

By Julia Tsoy | November 20, 2020 | Comments Off on Savvy Social Security for Baby Boomers

This is a 45 minute workshop designed to educate people over age 55 about how the Social Security System works. After being told for years that the Social Security System is going broke, Baby Boomers are realizing that it will soon be their turn to collect benefits.

Step 1 to Living Confidently: Defining Your Life Goals

By System Administrator | November 12, 2020 | Comments Off on Step 1 to Living Confidently: Defining Your Life Goals

Defining your life goals is a great way to begin boosting your financial confidence. Do you want to make more money? Retire early? Change careers? Start a family? Open a business? It’s time to figure out the really important things in your life because they are the starting points for making smarter financial decisions.

So You’ve Hired an Assistant or Want to…Now What?

By Donna Miller | November 5, 2020 | Comments Off on So You’ve Hired an Assistant or Want to…Now What?

No man (or business owner) is an island. You can’t do it alone. And you shouldn’t. If you need to get through a couple of assistants until you find the right one, that’s OK. This is a working relationship for the both of you and should be mutually beneficial.

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