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1. Financial Health Checklist for Small Business Owners
   At this point, many people are downright consumed with holiday shopping. And if you have a giant list of gifts to tackle, you may be resigning yourself to closing out the season with a pile of credit card debt.
2. What to Ask Before Hiring a Financial Advisor
   What You Need to Know Before Hiring a Financial Advisor It's no secret the blogosphere tends to hold financial advisors in contempt. The money blog movement is steeped in DIY gumption that does not lend itself well to seeking outside help. Additionally, even though bloggers won't admit it, at some subconscious level th
3. How to Build Client Relationships Without Meeting Face-to-Face
   Building a remote services business requires more than just finding clients via advertising. With the power of the internet and the impact of the
4. How Does Compound Interest Work?
   You'd think that to accumulate a lot of money, whether in a savings account, retirement plan, or brokerage account, you'd need to consistently put a lot of money in there.
5. 3 Customer Retention Strategies to Avoid Like the Plague
   Not all customer retention strategies are equally effective. Here are a few to avoid when building your customer base
6. 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
7. How Advisors Keep Families From Feuding In Estate Planning Meetings
   In popular culture, scheming family members often vie to inherit money from a rich relative. Tempers flare, fights break out and aggrieved plotters stew in anger. That level of drama rarely plays itself out in reality. Instead, advisors seek to bring families together to discuss estate planning in a calm, respectful ma
8. Three Key Financial Management Strategies to Prioritize for Your Business
   Keeping your business’ finances on solid ground requires more than just maximizing sales and minimizing expenses. There’s a whole lot that goes on
9. 5 Reasons Diversity Is Important in the Workplace
   In today's world, diversity has become a critical part of success. When you have people from different backgrounds, cultures, ethnicities, genders,
10. The Fed is confident it can stave off a recession in 2022, but others aren't so sure
    A growing number of experts see a recession on the horizon, but the economic community is split. Fed chair Jerome Powell believes the US can still