Caught in the LEI: How accurate are leading economic indicators? How reliable is the LEI as a predictor of recessions? Capital Market Impact January 31, 2024 economic growthinvesting strategiesmarket commentary
Social selling tips to drive business results for your practice Utilizing social selling is an excellent way to engage with old clients and build relationships with new clients. With many businesses moving online during the COVID-19 pandemic, the progression towards building and cultivating relationships online has quickened. Practice Management December 21, 2023 client relationshipspractice managementsocial sellingtechnology
Help business-owner clients improve employee benefits in an uncertain environment As a financial professional, now is a great time to be talking with business-owner clients about adding policies such as corporate-owned life insurance (COLI) into their financial plans. Business Growth December 5, 2023 business solutionsemployee retention
15 tips on working from home: find your balance It is important to find what works well for you at home as hybrid and remote work continue to be popular among workers. Practice Management February 9, 2023 COVID-19habitstechnologywork from home
How Has the Pandemic Impacted Inflation Inflation fears have cropped up again as the costs of many goods and services have spiked this year. Economic Commentary January 24, 2023 COVID-19economic growthhabitspandemic
Hispanic clients share concerns about financial security Nearly nine in 10 Hispanic adults said they are concerned about current levels of inflation in the country. Business Growth September 26, 2022 client relationshipsdiverse marketsNF Brand: Pulsepractice management