Abrigo

FEBRUARY 24, 2016

By Warren Sheydwasser With no shortage of tasks to complete during tax season, many financial professionals don’t need help expanding their to-do list. You commonly exchange many email messages with your clients but have you ever considered using your signature line as a marketing tool? Hold seminars or webinars.

social media 150

social media Marketing Video Tools 150

PYMNTS

DECEMBER 26, 2018

No, think of them as miniature seminars. Enjoy these little seminars about the world of payments and commerce, and review at your leisure. The $300 billion Financial Stress Tax. Some veer toward the technical while others come across as more philosophical. The Rise of Contextual Commerce.

blockchain 157

blockchain Payments Online Innovation 157

Filene

JANUARY 18, 2016

To help pay down my debt, I enrolled in a financial seminar at the local church and got a second job. Filene Research Institute has been working with Currency Marketing to pilot a program called, It’s a Money Thing. I was in over my head and did a ton of worrying. It is a monthly subscription-based financial content program.

Millennials 49

Millennials social media Video Taxes 49

CB Insights

MAY 10, 2018

The early consultants changed that by using market research and data analysis combined with niche expertise to help companies manage their supply chains, improve their product positioning, and enter new markets to beat their competitors. Consultants did this because clients weren’t. From the FAQ for BCG’s Gamma program.

Strategy 78

Strategy Management Analytics Tools 78