As a business leader, you are faced with making the choice between working in the business and working on the business. Finding the time to take your ideas, your aspirations, and turning them into ...
When clients come to you for financial advice, they may appreciate having it related in the simplest way possible. Presenting them with a one-page financial plan allows you to condense the most ...
SALT LAKE CITY--(BUSINESS WIRE)--Elements, a mobile-first, client-centric, financial monitoring platform, today announced it has launched a fresh approach to the one-page financial plan (OPP) that ...
Most leadership teams go too deep with their strategic plans. One-page plans are faster, and probably better. Here’s how to make yours. If you’ve ever sat through a death-by-PowerPoint strategy ...
Dental Practice Made Simple is a video series from DrBicuspid.com and Levin Group. Tune in every Wednesday for a quick tip from Dr. Roger P. Levin to learn how to build high-powered, proven systems ...
A month after veteran financial planner, author and New York Times "Sketch Guy" columnist Carl Richards joined Elements, the Utah-based financial monitoring platform is launching a new tool inspired ...
This article will show you how to create a simple SEO plan. This plan focuses on a single group of related keywords applicable to your business’s primary offerings or individual products/services. The ...
I was recently talking to a business owner who was really struggling with report overload. Every day he would get a report from his accounting department, legal, marketing, customer service, and ...
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