Tag Archives: goals

How Much Risk Can You Take?

Your portfolio’s risk profile should reflect your ability to endure periods of market volatility, both financially and emotionally. Here are some questions that may help you evaluate your personal relationship with risk.

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What Can I Learn from Looking Back on My Financial Situation in 2017?

If your financial plan for 2017 didn’t work out the way you wanted it to, don’t beat yourself up. Instead, ask yourself the following questions…

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What Financial Resolutions Should I Consider Making as I Look Ahead to 2018?

A new year is right around the corner, bringing with it a fresh start for you and your finances. What will you do this year to help improve your financial situation?

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Understanding the Role of Planning in the Annual Business Cycle

As autumn gives way to the holiday season and the end of 2017, the time to prepare your business for the future is now. After all, your business needs a roadmap; otherwise, it will end up someplace else.

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5 Marketing Strategies to Boost Business

To bring some new thinking to your marketing strategy, consider these 5 strategies that can help to boost your bottom line.

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Building Buyer Personas for Better Lead Generation

The best content starts with an understanding of your audience, their needs and the way they make purchase decisions. That’s why taking the time to develop buyer personas is so critical to your lead generation process.

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4 Steps to Creating Your Firm’s Marketing Budget

Developing a marketing budget to appease everyone at your firm is like preparing a household budget. Ultimately, you must determine if a given expenditure is a need or a want. However, preparing a budget at a firm is like having your kids, spouse, parents, cousins and neighbors all providing input on what you should be doing.

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Don’t Forget About Year-End Investment Planning

As the year draws to a close, there might be a slew of tasks on your to-do list. One task to consider is setting up a meeting with your financial professional to review your investments. If you take the time to get organized now, it may help you accomplish your long-term goals more efficiently. Here are some steps that might help.

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Are You Ready to Acquire a Business?

If you think you want to acquire a business, one thing is for certain: your business is going to change in a big way. Are you ready?

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Free E-Book: Five Essential Steps to Developing a Strategic Marketing Plan

All too often, business leaders with the best intentions to grow their business fall short when it comes to understanding the function of a strategic marketing plan. A well-crafted marketing plan provides an organization with the focus and direction it requires to pursue growth opportunities.

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