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Friday, December 30, 2022 First Income Advisors
10 Tips to Cut Your Clients Tax Bill
Help your clients avoid unpleasant tax surprises following these tips and strategies. Some may require extra time and a tax professional but could be worth the extra effort.
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Thursday, December 29, 2022 Residential Real Estate Council
Dealing With Stigmatized Properties
What's scarier than owning a haunted house? According to Realtor.com, only 5% of Americans say ghosts are the scariest aspect of homeownership. Mold, foundational issues, and pests are scarier.
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Wednesday, December 28, 2022 Franklin Madison
Dance With the One Who Brought You
Financial institutions are pivoting to focus more time and money on existing consumer relationships to increase revenue.
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Tuesday, December 27, 2022 FTI for Law Firms
Guide to Emerging Data Best Practices
This paper will discuss the state of emerging data sources at the outset of 2022, and how the current trajectory is positioned to impact governance, risk, compliance and discovery in the years ahead.
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Wednesday, December 21, 2022 Universal Financial Consultants
No Collateral Premium Finance
One agent placed $1.5M in target premium through this program just in the last 4 months!
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Wednesday, December 21, 2022 Nebraska State Bar Association
Running for and Serving in an Elected Position
Speakers include: Omaha City Council, Amie Melton, Sarpy County Board, Angi Burmeister, Speaker of the Nebraska Legislature, Senator Mike Hilgers
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Wednesday, December 21, 2022 Oracle NetSuite Products
The 80/20 CFO: How to Make Strategic Transformations in Your Company
Financial leaders need to know not only what work results in profitable outcomes, but also what work takes time without yielding the highest results. This guide uncovers how to efficiently move the needle toward the biggest results for your business.
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Tuesday, December 20, 2022 iManage for Law Firms
15 Questions to Ask When Evaluating a DMS
With so many competing priorities to ensure productivity and collaboration, how do you ensure you’re asking all the right questions? Download this free, comprehensive checklist so you can be confident in your DMS decision.
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Monday, December 19, 2022 Taxfyle
The Alternative Staffing Solution for Tax Season
Firms nationwide face stress and burnout from tax season. Firms that have utilized this alternative staffing solution reported improvements in how they operate.
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Monday, December 19, 2022 NetDocuments
Combining the Power of Practice Management and Document Management Systems
Get more value from your practice management solution because of your document management system, and vice versa. Discover how you can leverage that synergy to take your practice to the next level.
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Friday, December 16, 2022 First Income Advisors
4 Mistakes That Can Lose Advisors Business
Whether you’re a seasoned advisor or just starting out, it’s easy to fall into patterns with your approach to customer interactions and prospecting tactics. So avoid these four common — and costly — communication mistakes.
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Friday, December 16, 2022 Universal Financial Consultants
3 Big Ideas to Create More Client Conversations
Download this instant-access guide for 3 ideas on how to provoke thought and generate more conversations that will motivate them to take action!
