Budgeting, Business Planning and Strategic Planning

Empowering Employee Advisors Who Struggle With Business Development By Narrowing Them Into A Niche

Nerd's Eye View

OCTOBER 14, 2024

Firms can help them create a strategic plan and offer mentorship to steer them in the right direction as well as the time, budget, and staff support they need to ensure they thrive in their new role. Sales and marketing may not come naturally to them – they've likely never done this before and need clear guidance.

Strategic Planning

Strategic Planning Sales Clients Planning

The great reassessment: Your cybersecurity strategy to kick start 2023

SEI

SEPTEMBER 6, 2022

Then appoint someone to lead your cybersecurity program and give them the authority—and budget—to secure the enterprise. A well-executed plan for when a cyberattack occurs can significantly impact financials and reputation. . Helping to identify the intersection of people, process, tools and budget for optimal risk control.

Budgeting

Budgeting Financial Services Healthcare Nonprofit

Financial Advisor Source

Empowering Employee Advisors Who Struggle With Business Development By Narrowing Them Into A Niche

The great reassessment: Your cybersecurity strategy to kick start 2023

Webinars

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