This course walks you through the cool new interface and every feature — sorting and answering your e-mail, activating security safeguards, handling your appointments and to-do list, and collaborating with others.
Learn how to create top-notch e-mail marketing campaigns, generate new qualified leads and sales, insider secrets to build your e-mail list quickly, deal with spam filters, and the optimum days and times to send your e-mails.
Auditor's Guide to Information Systems Auditing presents an easy, practical guide for auditors that can be applied to all computing environments. This course is a step-by-step guide to successful implementation and control of information systems.
Whether you are an investment advisor, financial planner, accountant, charitable development advisor or trust officer, this book will help teach you how to become a leading financial professional in the rapidly growing estate planning field.
This book uses extensive industry research, coupled with the authors' experience working with CPA firms, to show why wealth management is the wave of the future for any financial services firm that wants to connect with affluent clients and be successful.
This new book from Bill Cates will give you over 100 ideas and tactics you can use to stimulate more referrals – including real-world examples and best practices. It includes a section on powerful social prospecting methods.
Attract and Retain the Affluent Investor will show readers that by adapting current methods and learning how to provide a richer level of service, financial advisors will be able to capitalize on this opportunity and create greater client satisfaction.