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.
This new book will show you how to build, promote, and make money off of your Web site or brick and mortar store using the Internet, with minimal costs.
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.
The 401k Service Solution™ Handbook details a simple process to guide plan sponsors and fiduciaries through successful plan setup, management, and review.
If you, too, are thinking about taking the big leap into becoming a financial consultant, but you aren't sure how to go about it, this book is for you!
At last, here is comprehensive, intermediate training for evaluating, devising, and installing fraud-specific internal controls, and for conducting proactive fraud-specific examinations.
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.
Grow your business through "no-sell" selling by using proven strategies from the industry’s leading consultants and coaches.
Building Your Multi-Million-Dollar Practice outlines proven techniques so that you can enjoy a highly-productive, lucrative financial services practice with less stress.
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.