Steven J. Wilson

MAY 24, 2022

Financial services companies have long been struggling to harness the power of social media. The problem is that financial services are regulated industries, and social media platforms are largely unregulated. This means that financial companies must be cautious about the way they use social media or risk violating industry regulations. However, there are ways for […].

Financial Services 52

Financial Services Media 52

Diamond Consultants

MAY 24, 2022

Many advisors cite “improving client service” as the catalyst for a move—but knowing what the real impact will be is critical. What motivates top advisors who are knocking the cover off the ball to risk disrupting momentum by making a move? No doubt, every advisor wants to improve their ability to grow the business. But ultimately, most will share that the quest to deliver more – and better – service for clients drove them to make the leap.

Clients 52

Clients Compliance Communication Investing 52

Steve Sanduski

MAY 24, 2022

Marcus Buckingham says love, the most powerful of human emotions, has been systematically drained from our lives – our work, teams, and classrooms, and it’s time we brought love back in. Does everyone who works for you spend at least 20% of their workday doing something that they love? More importantly, perhaps: Do you? According to work and leadership expert Marcus Buckingham, truly successful people don’t chase work-life balance.

Education 52

Education Investing Investments 52

MainStreet Financial Planning

MAY 24, 2022

Many friends and clients are changing jobs these days as part of the Great Resignation which is making for a very competitive job market. In response, more and more U.S. companies are using equity compensation to attract and retain talent. The most common form of equity compensation given is Restricted Stock Units (RSUs). Amazon, Apple, Google and other companies have recently announced that they will give existing employees additional RSUs to entice employees to stay.

Taxes 52

Taxes Financial Planning Tax Planning Planning 52

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Accounting

Accounting for Good

MAY 24, 2022

The post Financial automation in not for profit organisations first appeared on ACCOUNTING FOR GOOD.

Accounting 52

Accounting 52