The Business Planning Process: Tips for Elevating Your Advisory Firm

Posted by Christine Heuston

November 27, 2018 at 10:00 AM

Yogi Berra put it best when he said, “If you don’t know where you’re going, you might end up somewhere else!” The business planning process is a necessary part of managing a firm, as it helps you create a vision and foundation for your practice’s growth and provides an avenue for continuing to elevate your firm over time. In fact, firms that have a written plan may grow up to 30-percent faster than those that don’t have one. Still, many tend to overcomplicate the process. Here, I’ll share strategies to help you create and stick to a plan that works for you.

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Topics: business continuity

A Time to Give Thanks

Posted by Commonwealth Financial Network

November 20, 2018 at 10:00 AM

As Thanksgiving approaches, we at Commonwealth give thanks for our blessings and wish you and your loved ones a wonderful holiday.

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Using E-Mail Marketing Campaigns to Your Advantage

Posted by Sarah Howes

November 14, 2018 at 1:30 PM

According to a Venture Beat Insight study, for every $1 you invest in e-mail, you can get $38 back. It’s why using e-mail marketing campaigns remains one of the best marketing practices, especially for service-based firms. Building your brand and client relationships is imperative to your business, and sending out regular, meaningful e-mails plays a big role in that. For almost a decade, e-mail has produced the highest return on investment for marketers, so if you haven’t already, it’s time to put this tool to good use.

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Topics: Marketing

Make It Meaningful: The Dos and Don’ts of Giving Gifts to Clients

Posted by Kristine McManus

November 13, 2018 at 10:00 AM

There’s an old song that describes the end-of-year holidays as the most wonderful time of the year. The people in it are laughing and singing, enjoying dinners and friends, and relaxing by the fire. Somehow, they’ve completed their to-do lists so they can enjoy the season of giving stress free. It sure doesn’t sound like me—or anyone I know, for that matter. But maybe this year will be different.

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Topics: Practice Management

The Business Continuity Plan—Are You Ready?

Posted by Keith Crowley

November 7, 2018 at 1:30 PM

On January 13, 2018, at 8:07 A.M., residents and visitors in Hawaii picked up their beeping and vibrating cell phones to an ominous text message: a ballistic missile was heading right for them and they should seek immediate shelter. It would be 38 minutes before emergency personnel notified island inhabitants that the alert was sent in error.

The Hawaii Emergency Management Agency identified numerous breakdowns that cultivated the environment in which a wayward alert could occur. Because of a poorly drawn-up business continuity plan, there was no “false alert” code that could be sent in the case of an erroneous message. Agency administrators never prepared for such a situation.

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Topics: Compliance

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