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Improve client relationships

Million Dollar Round Table (MDRT)

By Mike Beirne, MDRT Round the Table editor As there are many types of clients in a range of demographics, there also are a variety of ways to communicate with them. Allocating retirement planning I introduce asset allocation with clients by dividing retirement life into two parts: basic life and high-quality life.

Clients 101
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What Are the Best Asset Classes for Active Management?

Wealth Management

Regardless of where inflation is at, clients should own a piece of gold or natural resources. Infrastructure includes communications, data centers, utilities, satellites, transportation and energy pipelines. Real assets, he argued, is one highly nuanced area that could benefit from active management.

Assets 154
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Tax Savings Tips for Startups

Harness Wealth

Internet service, mobile communications, and utilities directly supporting business operations qualify for partial deductions, provided you maintain proper documentation showing the business-use percentage. This includes essential business activities like client meetings, travel meals, and recruitment dining.

Startup 52
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Tata Technologies Vs KPIT Technologies – Financials, Future Plans & More

Trade Brains

It is a global technology company that marries the incumbent mode of transportation with futuristic technology. The middleware is a software layer that facilitates communication across various components of the Vehicle. The Company has domain expertise in Transportation and construction heavy machinery.

Planning 119
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All the Tax Benefits You Need for Your Small Business

Harness Wealth

Your home office must serve as either your principal place of business, a space for meeting clients, or exist as a separate structure dedicated to business activities. Vehicle and transportation expense deductions Vehicle expenses often represent one of the most significant opportunities for tax savings for small businesses.

Taxes 52
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Best EMS stocks in India to keep an eye on!

Trade Brains

Their innovative technologies make communication, work, and entertainment more accessible. Additionally, they foster technological advancements, improving efficiency in healthcare, education, and transportation. Their product range includes Room ACs, Critical Components, and Mobility Applications for various transport modes.

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Moral Courage Amid Disruption

Brown Advisory

Brown Advisory colleagues recently gathered with clients to explore how disruption in technology and other fields calls for bold, even-handed decision-making and what we call moral courage. Our NOW forums are intended to expose our clients to stimulating speakers on topics that expand our thinking and point the way to new opportunities.