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

Nerd's Eye View

Many employee advisors gravitate toward service-oriented roles; this preference often stems from their initial motivation for entering the profession – wanting to help clients or perform the more analytical aspects of investing and financial planning. Rarely do they enter the field to be in a sales or marketing role.

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Pharma stocks to be affected after Govt mandate to cut prices of cancer drugs

Trade Brains

The Ministry of Chemicals and Fertilizers said in a statement that this is following the announcement made in the Union Budget for the year 2024–25 exempting these three anti-cancer medications from customs duty. AstraZeneca has demonstrated steady growth, with sales increasing by 12% and profit by 22% over the last five years.

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How Financial Advisors Can Scale Business Without Burnout

Indigo Marketing Agency

There’s also the option of hiring support staff or partnering with virtual assistants to allow you to focus on high-value activities like client relationship management and strategic planning. Benefit: Immediate reduction in administrative tasks, allowing you to focus more on client interactions and strategic planning.

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Accounting Advisory Services: A Comprehensive Guide for CPAs

Harness Wealth

Accounting advisory services are a suite of strategic planning offerings that extend beyond the realm of traditional tax return preparation and filing. This can also include advice on business structure, operational efficiencies, cash flow forecasting, and long-term strategic planning.

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Client Accounting Services: A Guide for CPAs

Harness Wealth

The Role of Technology in CAS Benefits and Drawbacks of CAS How Harness Wealth Fits into CAS Key Takeaways Client Accounting Services (CAS) provide enhanced budgeting, forecasting, and financial insights to help facilitate informed decision-making. Marketing and Sales Support: Harness Tax goes beyond just practice management.

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Delay These 7 Actions Until Your Retirement Is Finalized

WiserAdvisor

It is important to have a clear understanding of your budget post-retirement, factoring in housing costs, property taxes, and maintenance expenses. Rushing into a housing change without a comprehensive budget can strain your finances. Your retirement budget is a critical component of your preparing-for-retirement checklist.

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Transcript: Joanne Bradford

The Big Picture

So I went to Yahoo and worked on their revenue and sales and marketing for a few years. Did you just get to the Sephora coupon code for the sale this week, Barry? The, the prompt loses them a sale. And she did a plan for me personally and answered the questions, can I retire? Again, a giant crash, like right.

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