Micah Lally — March 26, 2020 If you own any sort of device that connects to the internet, mobile or otherwise, you probably have made the transition to managing your finances online to some degree. Whether it’s your bank’s mobile app or some sort of stock-monitoring software, you’re comfortable with the fact that finances and … Continue reading 5 Financial Tech Companies to Look Out for in 2020
Frederik Bussler — March 18, 2020 It’s been said that content marketing is the only form of marketing left, as it creates trust, builds relationships with your target audience, and is a high-conversion strategy. Trust is especially important in finance, as prospects are risking their financial security by doing business with you. On the flip … Continue reading What Financial Marketing Looks Like in 2020
Evelyn Frederickson — March 14, 2020 Developing client financial insights is one of the key skills that separates top performing sellers from all others. Yet, a recent survey by FinListics Solutions and Revegy reveals that less than 25 percent of sellers believe they understand their customers’ financial performance very well, and almost 50 percent believe … Continue reading Developing Client Financial Insights
Marc Andre — March 9, 2020 StockSnap / Pixabay Regardless of how you define financial independence or financial freedom, being able to live life and work on your own terms is something that appeals to all of us. If financial independence is your goal, of course, you’ll need to know how to make it happen. … Continue reading 4 Ways to Reach Financial Independence
Judy Caroll — February 21, 2020 We always talk about the constant change and evolution of marketing trends and strategies that this time, we also want to highlight how equally important it is to keep up with the rising financial marketing strategies this 2020. And in order to keep up with the fast-changing world of … Continue reading 2020 Marketing Trends for the Financial Services Industry
Steven Imke — February 2, 2020 There are many financial statements used by businesses but the three most common are Balance Sheets, Income Statements and Cash Flow Statements. What makes them the most common is that they are often produced by a company’s accounting software and look at what happened in the past. I refer … Continue reading 3 Key Financial Statements- Balance Sheets, Income Statements and Cash Flow Statements
Todd Kunsman — January 6, 2020 Financial stress is a huge problem in the world, especially in the United States. While the stock market is reaching new highs, not everyone is stress free when it comes to their finances. Between student debt, consumer debt, overspending, and wages that really aren’t keep up with inflation — … Continue reading How to Start Eliminating Financial Stress and Be More at Peace
Frederik Bussler — December 29, 2019 The soul of marketing is sharing a unique value proposition to a detailed target audience, and this holds true for financial professionals. However, there’s one caveat: Finance is a uniquely difficult industry to stand out in due to the massive number of competitors, both legitimate and fraudulent. When you’re … Continue reading Quick Tips for Financial Marketers
Theodore Alexandrou — December 13, 2019 Starting a business is always difficult. You can have the best products or the best services but without proper management, the business will have a difficult time taking the next step and reaching higher levels of success. As the CEO of the business, it is your responsibility to make … Continue reading Every Business Needs a Chief Financial Officer
Tucker Mathis — December 10, 2019 Follow @https://twitter.com/finsync Most businesses are born from a great product or service and strong leadership. Unfortunately, many fail because of poor finances. Companies that struggle with cash flow, delayed vendor or employee payments, or mismanaged bookkeeping understand the importance of a company’s financial health. Still, six out of ten … Continue reading 3 Ways Your Small Business Can Benefit from Expert Financial Advice
