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Tag: financial marketing

Year-End Fiscal Organization: Make a list. Check it twice.

Posted on by mhill
Get organized for year-end and prepared for next fiscal year.

With 2016 right around the corner, here are a few strategies from Ramey’s financial guru to help your business organize for Year-End and prepare for the next fiscal year: Reconcile all balance sheet accounts to verify for accuracy & reasonableness. Review sales, cost & expense accounts to prepare a budget for the next fiscal year. Evaluate Year-End […]

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Shouting into the Wind: Talk to your customer. Not the crowd.

Posted on by mhill
Shouting into the Wind: Talk to your customer. Not the crowd.

If you’re in an industry – such as the financial services industry – that offers countless products and services to the broadest imaginable group of consumers, it’s easy to want to be the go-to source for all things to all people. With all that opportunity for sales out there, it’s not so easy to intentionally […]

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