Social media can offer advisors opportunities to connect with prospective clients while nurturing relationships with existing ...

A marketing plan turns choices into numbers, timelines, and owners your marketing team can ship. A well crafted marketing plan ties marketing strategy, marketing efforts, and business objectives to ...

Strategic management deals with the long-term goals of a business rather than the day-to-day operations. These plans often make projections that extend three to five years out. In addition to creating ...

Writing your business plan. Ughhhh. It's definitely not the most exciting part of starting a business. In fact, if you're like a lot of entrepreneurs, you're probably going to find yourself pulling a ...

11 Marketing Plan Templates You Can (Legally) Steal for Free Your email has been sent A marketing plan defines key objectives and ensures your campaigns tie in to big-picture objectives. Putting this ...

While useful in plenty of ways, Microsoft's task-management service doesn't have a feature to manage repeating tasks. The solution? Create a "template plan." For over a year now, I have been using ...