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Prepping for the CRM

Once a business owner has selected a Customer Relationship Manager (CRM), uploading their clients’ information can be a daunting task if the owner or manager has to enter each customer’s information and their notes one by one. When researching the right CRM for your business, it’s best to find one that can do mass uploads.…

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Consultant’s Corner: Why You Need a Google My Business Listing

Q: What is Google My Business? Do I need to put my business on it? Today, Google and other search engines are more often than not a customer or client’s first step in identifying and evaluating products or services they are seeking. A business’s search result rankings, online content, and customer/client reviews are the main…

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What a CRM Can Do for Your Business

A business is only be as good as its customers perceive it to be. So how does a business owner keep clients happy? How can they keep tabs and ensure customers are being served appropriately? Most companies don’t just a simple one-time purchase. The road to prosperity is securing multiple visits and purchases from customers,…

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Consultant’s Corner: Marketing Plans for Financial Advisors

Q. What are the best marketing strategies for financial advisors? Financial advisors and similar professionals use customer referrals, local Chamber networking, other professional networking, lead groups, direct mail, newsletters, a business website, social media networking websites, direct sales, and other methods. The best marketing plan will be the one that effectively reaches your defined target…

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Why People Need to Talk to People

None of us ever has an original idea. Everything we know and think of ultimately comes from what we see, what we read, and what we hear. So what better way is there to get new ideas than to go out and engage with more people, more sources of information? During my NFL career, I…

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Adjusting Your Marketing Focus

When you started your business, you entered the marketplace ready to solve a specific problem. It’s the whole point of any business, really — to help people by providing a solution to a someone’s problem. Unfortunately, businesses sometimes miss the mark and end up trying to sell their products or services to the wrong people.…

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Consultant’s Corner: Business Name and Domain Name Change

Question: What is the best way to transition from our existing domain/company name to a new one? There are several things to consider when transitioning from one company and domain name to another. Business Name Change A business that changes its name can notify the IRS of the name change by following the procedures described…

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Consultant’s Corner: Search Engine Rankings

Q. We recently created a website for our business, but it is not showing up whenever we search for our business name on search engines. What can we do to improve our search engine rankings? Timing For a new website, it is important to note that it is can take a few weeks for search…

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Stop Waiting for the Perfect Time

Many “wantrepreneurs” miss out on success because they let opportunities pass them by. They are waiting for the “perfect time.” My idea isn’t quite ready, they say. Or, the time just isn’t right. Maybe, I need to wait for something else to happen first. I don’t have any idea what a perfect time is to…

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