Financial reporting is an indispensable part of running a business. In fact, in most instances, filing financial reports is a mandatory practice, which provides stakeholders, customers, and regulators the most crucial information about performance over a given period. However, it plays a vital role in the process of running a...
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Relationship Management: Skills & Theory You Should Know
Relationship management in professional environments is a relatively new concept. Even today, many of the business leaders from an older generation don’t have a clear understanding of how relationship management works, undervaluing the impact that emotional intelligence and the ability to communicate have on success.
Financial Advisor Leads: Prospecting Ideas & Tips
Financial advisors are some of the most sought-after specialists in the country, but even they often find themselves struggling to find new leads and grow their business.
Engagement Marketing: Customer Brand Interaction Explained
Engagement Marketing Guide Engagement marketing is a term that's thrown around quite often. However, even though it's talked about a lot, the exact definition of engagement marketing can easily get lost between buzzwords and big expectations. But even though engagement marketing doesn't have the quantifiable qualities of sales, it's still...
Marketing Data: Source Types Your Business Should Know
Marketing Data Guide The success of a business comes down to the quality of the decisions that are made on a daily basis. And while experience and instinct do play a role, the only truly reliable way to maximize the chances of making the right choice comes down to having...