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2,188 results found
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5 questions to ask at your first financial planning appointment
Summary List PlacementAt your first financial planning appointment, it's a good idea to ask your financial planner about the total cost of their services (including any underlying fees in your portfolio) and how many clients they have. Ask about the plans they have to cover your needs if they leave the business, such a
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Dispelling Five Common Payment Recovery Myths
With customer acquisition costs rising, more subscription-focused businesses are searching for ways to improve customer retention and extend lifetime value. One solution is to reduce involuntary churn caused by failed payments.
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Empty Shelves? You Can Still Give Great
Empty Shelves? You Can Still Give Great Presents (and Save Money) The shortages are getting real: a Deloitte report finds that 75% of
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How to Handle Negative Customer Feedback the Right Way
Feedback is usually a good thing. Whether positive or negative, feedback shows your customers want to talk to you. It can be a goldmine of information
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Service Bundling Strategy – 7 Benefits for Your Small Business
A service bundling strategy is a marketing tactic that involves offering multiple, complementary services as a package for a single price. You may wish to include other options in your packages such as information products or access via email or phone for questions to increase the value to the client. Usually the price
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The next phase of social impact
Innovative strategies are proving vital to corporate philanthropy efforts as they face increasing pressure to maximize the effectiveness of limited funds.
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These 8 Benefits are the Key to Remote Worker Retention
Between email, live chat, video, online, and document sharing via the cloud, working from home is a reality for a majority of employees. In fact, the 2017 “State of Remote Work” report found 52 percent of employees work remotely at least once per week. For employees, working remotely helps them maintain a healthy work-
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What to do after a data breach
At some point, every organization will have to deal with some sort of cyber incident. In a perfect world, the post-attack reaction is well
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How To Evaluate Your Financial Advisor
Recently my dad passed away. To help my mom gain an understanding of her financial situation, I needed to learn about the financial advisor they were working with. My parents came from a generation where it was considered rude to discuss money (and politics and religion). Good parents didn’t burden their children with
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Preparing Your Information for Disaster
When COVID first hit, like a lot of people, I began to think about my own mortality in a new light. Here was this unknown illness that was striking people down. What if it were to happen to me? What I felt wasn't so much a fear of my own mortality, but worries about what would happen to my family if I were no longer he