AdvisorPath is designed to elevate the practices of INVEST Financial Advisors by providing the most current, useful, impactful, and effective
|
|
- Adam Harrison
- 8 years ago
- Views:
Transcription
1 AdvisorPath is designed to elevate the practices of INVEST Financial Advisors by providing the most current, useful, impactful, and effective Practice Management tools and resources in the industry.
2
3 ADVISORPATH: A ROBUST PRACTICE MANAGEMENT SYSTEM INVEST s primary goal is to make life easy and providing a strategically managed, cutting edge Practice Management platform is just one of the ways we strive to achieve that goal. Whether you want to take a global look at your business and apply our Practice Management process to elevating the whole, or if you want to elevate specific components of your business such as transitioning to advisory, recruiting new advisors, increasing referrals, or building a succession plan, AdvisorPath is the source of the tools you need to achieve success.
4 ADVISORPATH THE ADVISORPATH PLATFORM CONSISTS OF FIVE MODULES: ASSESS Set the stage for bridging the gap between where you are and where you want to be by fully assessing your business and recognizing areas of strength, and areas for potential improvement. PLAN Focus on building, deploying, and maintaining a roadmap for the future of your business by examining your goals, your value proposition, your brand, and your succession plan. E-Valuator online practice assessment questionnaire Growth and Profitability study Comprehensive and confidential assessment of your practice Recommendations of how to organize and manage a Best Practice Frequent follow-up with Relationship Managers to track progress Goal setting resources Business planning assistance Succession planning resources - What s My Exit Strategy? Marketing planning guidance and tools Assistance in enhancing your brand identity and awareness
5 ADVISORPATH GROW Enhance your business through top-line revenue generating activity, adding new advisors to your practice or program, utilizing the latest in technology, and implementing business mix strategies to grow AUM, total revenues, and profitability. Access to the WealthOne Advisory Platform Help in recruiting the right number of qualified advisors to your practice or program Prospecting and referral strategies and resources Financial assistance in Practice Acquisitions Utilizing social media to grow Access to Strategic Partner Programs who can help you grow in niche markets Resources to form alliances with Financial Institutions MANAGE Effectively nurture your business by addressing resource, process, people, investment, and transition management. The VIP Program: offering experienced, licensed, and fully trained Virtual Sales Assistants located at the Tampa home office Best use of INVEST Technology resources Templates to help manage your bottom line Industry applied Best Practices Tools for efficiently managing existing client relationships LEARN Continue to sharpen your skills as an industry expert through best practice forums, publications, websites, articles, books, and seminars. If They Can, You Can Best Practices conference call series for Advisors and Sales Assistants Continuous sharing of Best Practices from industry peers Information on upcoming events focused on Practice Management Sharing relevant reading materials to stay current Regulatory and Compliance information center
6 ADVISORPATH PRACTICE MANAGEMENT TOOLS The Million Dollar Practice The Million Dollar Practice sales process was developed after working closely with our million dollar producers to identify what they do every day, with every client to consistently produce over $1 million in GDC each year. They all believe that having a persistent sales process is the key to their continual increase in GDC year after year. This process includes a focus on financial planning, consistent client communication, and leverage of the advanced technology offered through INVEST. Growth and Profitability Study (GPS) This comprehensive study is a confidential analysis of your practice. Our Relationship Managers will conduct an in-depth examination of your practice, focusing on key areas such as how you manage your calendar, how you utilize a sales assistant, how you conduct a client meeting, and much more. From this information, they will make recommendations on how to increase efficiencies, reduce resource strains, and enhance profitability. If They Can, You Can Sharing Best Practices The purpose of this monthly conference call series is to share ideas of INVEST s most successful advisors who consistently have good years, despite how markets behave. As some of the best ideas come from our peers, many INVEST representatives have begun to incorporate some of the processes and techniques discussed in the call and have seen positive results. We also offer an If They Can, You Can Sales Assistants Series call focused on Sales Assistant best practices. Social Media Facebook, LinkedIn, and Twitter are among the most widely used tools on the internet today, and they are quickly becoming key components in business strategies around the globe. Implementing these tools in your practice can help you build awareness of your brand, deliver your value proposition to more potential clients, and expand your referral base. By using the tools, guidelines, and best practices developed by INVEST you can effectively use these cutting edge social media forums to enhance your practice. Like us on Facebook! facebook.com/investfinancial Follow us on LinkedIn! linkedin.com/company/invest-financial Or scan the QR codes on the back of this brochure! Partners in Practice - Practice Management Symposium Partners in Practice has been developed to deliver you industry leading tools, resources, guidance, and best practices to help you become a more focused, more efficient, and more profitable practitioner. In this one-day Practice Management workshop you will interact with other INVEST advisors, engage in practice assessment exercises, and hear from leading business coaches to sharpen your overall Practice Management. Strategic Partnerships Program Strategic partnerships are ideal and efficient ways to capture new assets in different market segments through core competencies of tenured and
7 ADVISORPATH experienced industry professionals. Whether it be fostering referral relationships with local CPAs, conducting seminars for union employees close to retirement, or structuring full needs based financial plans, strategic partners offer close-tothe-source turn-key programs that can give you entrance into markets of potential new clients that otherwise would be too costly to pursue. Under the Strategic Partnerships Program at INVEST, we have carefully considered many of the industry s leading programs of this kind and have selected and give you access to what we feel are the most effective and powerful partnerships to help you grow your practice. What s My Exit Strategy? The What s My Exit Strategy? program will provide you with information, consultation, guidance, resources, and options to answer the questions you need to answer to ensure you have a well planned, well timed, and stress free strategy to exit your business. It will also help you in implementing this strategy to focus on maximizing the value of your practice, selling your practice, minimizing risks, protecting your family and stakeholders, benchmarking for success, planning for business interruption, choosing and training a successor(s), and structuring a strong succession planning team. ADVISORPATH WEBSITE A host of internal and external tools, resources, and services are available on AdvisorPath s website to assist you in strategic planning, new client development and relationship management, as well as office management and professional development. AdvisorPath s site is built right into INVEST s website.
8 Like us on Facebook! Follow us on LinkedIn! CITRUS PARK LANE, SUITE 300 TAMPA, FLORIDA MEMBER FINRA, SIPC FOR REPRESENTATIVE USE ONLY
2015-2017 STRATEGIC PLAN SMALL BUSINESS DEVELOPMENT CENTER NETWORK ILLINOIS DEPARTMENT OF COMMERCE AND ECONOMIC OPPORTUNITY
2015-2017 STRATEGIC PLAN SMALL BUSINESS DEVELOPMENT CENTER NETWORK ILLINOIS DEPARTMENT OF COMMERCE AND ECONOMIC OPPORTUNITY 1 INTRODUCTION Lead Economic Development Agency - The Department of Commerce
More informationBUSINESS CONSULTING SERVICES Comprehensive practice management solutions for independent investment advisors
BUSINESS CONSULTING SERVICES Comprehensive practice management solutions for independent investment advisors Insights, tools and resources to help you Accelerate Your Growth, Scale Your Business and Elevate
More information6 Steps to Generating Profitable Referral Relationships
6 Steps to Generating Profitable Referral Relationships Successful advisors agree that other professionals, such as accountants and estate attorneys, can be excellent sources of referrals for new business.
More informationStrategic Guide to creating a World Class Customer Advisory Board Program
Strategic Guide to creating a World Class Customer Advisory Board Program This paper is authored from CustomerAdvisoryBoard.org industry association research including the CAB Manager Industry Surveys,
More informationANGELA TERRITO TRAINING &COACHING, LLC
Leader s Choice Seminars or Making Waves seminars, workshops & keynote speeches designed to fit the needs of your audience, office or association. Leaders Choice Seminars & Coaching; Angela has recently
More informationThe Advisor Partnership Program (TAPP)
The Advisor Partnership Program (TAPP) Running Your Business CREATING A CLIENT ADVISORY BOARD INVESTMENT PRODUCTS: NOT FDIC INSURED NO BANK GUARANTEE MAY LOSE VALUE A STEP-BY-STEP PROCESS Creating a client
More informationPinnacle Small Advisor Symposium: Challenges and Issues Facing Emerging RIAs
Pinnacle Small Advisor Symposium: Challenges and Issues Facing Emerging RIAs Hazel Durand Senior Vice President, Fidelity Investments FOR INVESTMENT PROFESSIONAL USE ONLY. NOT FOR DISTRIBUTION TO THE PUBLIC
More informationResults-Based Training for Motivated Financial Advisors
small group coaching Results-Based Training for Motivated Financial Advisors Who It s For Altius Learning offers small group coaching to financial advisors ready to step up to the next level. In the same
More informationEnhance your digital marketing strategy
Enhance your digital marketing strategy with customized videos Harness the Power of Digital Story Selling Video can help you tell your story and convey your value proposition more effectively. In fact,
More informationDigital Marketing Institute s. Professional Diploma in Digital Selling. Validated by the Syllabus Advisory Council (SAC)
Digital Marketing Institute s Professional Diploma in Digital Selling Validated by the Syllabus Advisory Council (SAC) Content Professional Diploma in Digital Selling Welcome Course overview Course content
More informationPalomar Financial Services YOUR BUSINESS. OUR SUPPORT
YOUR BUSINESS. OUR SUPPORT Today s Agenda True Independence Company Overview How We Help You Build Your Business Prospecting Marketing Support Products Services Compensation Taking the Next Step Insurance
More informationLifecycle Email Marketing YOUR TOP LIFECYCLE EMAIL MARKETING QUESTIONS ANSWERED
Lifecycle Email Marketing YOUR TOP LIFECYCLE EMAIL MARKETING QUESTIONS ANSWERED Lifecycle Email Marketing Your Top Lifecycle Email Marketing Questions Answered Lifecycle marketing is changing the way companies
More informationThe Future of Practice Management. Member Briefing December 2013
The Future of Practice Management Member Briefing December 2013 Overview While financial advisers assist clients in planning for their eventual transition out of the working world and into retirement,
More informationPROUD TIER 1 DISTRIBUTOR YOUR BUSINESS GROWTH PARTNER
Our Partner Pro exclusive suite of true Business Growth Solutions gives you the unfair advantage you want while stretching every dollar you spend on products, services and solutions infrastructure. You
More informationAdvisors: Using Marketing to Build Your Pipeline. Presenter: Barbara Kotlyar Sr. Marketing Manager ByAllAccounts Managing Director, Bridge Marketing
Advisors: Using Marketing to Build Your Pipeline Presenter: Barbara Kotlyar Sr. Marketing Manager ByAllAccounts Managing Director, Bridge Marketing Who is this person and why should I listen to them? 88.4%
More informationSmall Business Prospecting: 10 Strategies for Generating New Business. Drive sales by prospecting for new clients
Small Business Prospecting: 10 Strategies for Generating New Business Drive sales by prospecting for new clients Learning Objectives At the end of this module, you will be able to: Understand the importance
More informationBDO ALLIANCE USA PROGRAM BRINGING MORE TO CLIENTS
BDO ALLIANCE USA PROGRAM BRINGING MORE TO CLIENTS BDO Alliance USA WHAT IS THE BDO ALLIANCE USA? The BDO Alliance USA is a nationwide association of independently owned local and regional accounting, consulting
More informationLeverage Lincoln Financial Network. Make the move to independence. Your business. Our network.
Leverage Lincoln Financial Network Make the move to independence. Your business. Our network. It s your move You are a successful financial advisor. You ve built your practice on your strong reputation,
More informationaccelerate your sales performance
accelerate your sales performance The PEAK Producer Program The PEAK Producer Program ASG s PEAK Producer Program is a comprehensive, salesfocused recruiting, training, and support program designed to
More informationThe Leading Information Source for Financial Advisers
The Leading Information Source for Financial Advisers SOCIAL MEDIA IS NO LONGER OPTIONAL Unlike other industries that began experimenting with social media as it emerged, the wealth management business
More informationBusiness Development Consulting Services Advisor Information / Application
Name: Company Name: Business Development Consulting Services Advisor Information / Application Bkr/Dlr or Primary Custodian: Business Phone: Home Phone: Cell Phone: Mailing Address: To determine how we
More informationSocial Selling Seminar (Level 1: Intermediate)
Social Selling Seminar (Level 1: Intermediate) Introduction: With more than 300 million members, LinkedIn has become the world s largest online business networking site. No longer just a tool for job searchers,
More informationBe in Demand: Building a Career as a CPA Personal Financial Planner Presented by: Richard Joyner, CPA/PFS Tolleson Wealth Management
Be in Demand: Building a Career as a CPA Personal Financial Planner Presented by: Richard Joyner, CPA/PFS Tolleson Wealth Management Administrative Notes Please ensure your pop-up blocker is disabled.
More informationClient Reporting A strategic differentiator in a competitive private banking environment.
Synpulse Singapore Pte. Ltd. Management Consulting 8 Shenton Way #46-01 AXA Tower Singapore 068811 Phone +65 6229 5770 Fax +65 6229 5771 info@synpulse.com synpulse.com Client Reporting A strategic differentiator
More informationRecognizing the Opportunities for Growth
Guide to Growth: Leveraging Research and Industry Experience to Achieve Best Practices Recognizing the Opportunities for Growth Cetera Financial Institutions is a marketing name of Cetera Investment Services
More informationManaged Services Becoming a Vendor Lane Smith Ken Vanderweel
Managed Services Becoming a Vendor Lane Smith Ken Vanderweel 2012 Introductions Ken Vanderweel Sr. Director, Global Service Providers CA Nimsoft Lane Smith Business Coach 4-Profit Inc. 2 About CA Nimsoft
More informationCompliance Requirements and Social Media Usage: FINRA and SEC
Compliance Requirements and Social Media Usage: FINRA and SEC About Doculabs 2 Doculabs consultants are experts in enterprise social collaboration and content management. We deliver highly actionable and
More informationAt First Allied, you re not simply a financial advisor who sells a product.
At First Allied, you re not simply a financial advisor who sells a product. FIRST ALLIED YOUR GROWTH IS OUR BUSINESS 1 You re a business owner whose enterprise should grow and scale profitably. 2 FIRST
More informationMergers & Acquisitions for Financial Advisory Practices Navigating the Age Wave
Executive White Paper Mergers & Acquisitions for Financial Advisory Practices Navigating the Age Wave By Todd Doherty February 2014 www.keymanagementgrp.com info@keymanagementgrp.com (888) 848-3349 Toll-
More informationPositioning Your Firm for the Future and Helping CPAs Help Their Clients
Positioning Your Firm for the Future and Helping CPAs Help Their Clients Today s client is clearly indicating that they want CPAs to be much more involved in the process of helping them make informed decisions
More informationIntroduction to Email Marketing
Introduction to Email Marketing http://localu.org/ Mary Bowling www.ignitordigital.com Collecting Email Addresses? Collecting Email Addresses? Collecting Email Addresses? What Are You Doing With Them?
More informationFinancial Advisors Social Media ISSUE 3. Getting Started: Creating Your Social Media Strategy
& Financial Advisors Social Media ISSUE 3 Getting Started: Creating Your Social Media Strategy Prepared by Dan Martin, Director of Marketing, National Planning Corporation. You need usable guidelines,
More informationRelationship Marketing
Relationship Marketing How to replace outdated, ineffective marketing with simple, proven techniques. Compliance rules can be difficult and complex to navigate. Traditional marketing techniques are no
More informationEMA Services for IT Vendors
Services to Help You Achieve Your Goals Founded in 1996, Enterprise Management Associates (EMA) is a leading industry analyst and consulting firm that specializes in going beyond the surface to provide
More informationWhite Paper. Social Media for Wealth Managers. - Swaran Kumar Patnaik. Abstract. www.infosys.com
White Paper Social Media for Wealth Managers - Swaran Kumar Patnaik Abstract Today, social media is becoming a popular way of interacting with customers while at the same time improving the firm s brand
More informationSMM Brochure. #discoverdigital
SMM Brochure Certification in Facebook Marketing Certification in Twitter Marketing Certification in LinkedIn marketing Professional Diploma in Social Media Marketing Online Mode Classroom Mode #discoverdigital
More information2015 Canadian Cellular M2M and IoT Market Leadership Award
2015 Canadian Cellular M2M and IoT Market Leadership Award 2015 Contents Background and Company Performance... 3 Industry Challenges... 3 Market Leadership of Rogers Communications... 4 Conclusion... 6
More informationBrand Awareness Solutions That Impact Revenue And Growth
BRAND AWARENESS AWARENESS Inserting your brand into an ever-increasing number of buying cycles with firms who fit your ideal client profile. This is the goal of building brand awareness. More than just
More informationRecovery: Are We There Yet?
sponsored by Table Table of of Contents Contents The The Recovery: Recovery: Are Are We There We There Yet?...1 Yet?...1 2009 Recruiting By The Numbers...2 2009 Recruiting By the Numbers...2 The Optimists:
More informationEngaging Agents in Joint Marketing Initiatives
Engaging Agents in Joint Marketing Initiatives How Insurance Companies can Increase Sales and Improve Results by Kandi O Connor President, MarketHUB+ Executive summary The disconnect between insurance
More informationHuman Capital Solutions for the Financial Sector
Human Capital Solutions for the Financial Sector Introducing RJ & Makay RJ & Makay is a human capital recruiting and consulting firm exclusively serving the financial sector. We serve RIAs, Practice Principals,
More informationGuide to. Brought to you by:
Guide to Brought to you by: I ntroduction How can this guide help you? You ll learn LinkedIn basics through easy-to-follow, step-by-step instructions and illustrations that can help you build a profile
More informationTake Online Lead Generation to the Next Level
Take Online Lead Generation to the Next Level 5 Ways to Capture New Market Niches By: Deven Pravin Shah WSI Internet Marketing Consultant Overview Many business owners ask the same questions about capturing
More informationTrade Shows: A Digital Playbook How to Leverage B2B Digital Marketing for Greater Trade Show Success
Trade Shows: A Digital Playbook How to Leverage B2B Digital Marketing for Greater Trade Show Success Thank you for downloading this playbook Exhibiting at trade shows is often a major undertaking and expense.
More informationAthabasca University Management Position Description Section I
Athabasca University Management Position Description Section I Position Information Update Only Classification Review Position Title Position # Department Classification Level Reports to Effective Date
More informationWELCOME. You will find:
AFFILIATE PACKET 2012-2013 WELCOME Congratulations on becoming an affiliate for Online Marketing Training (OMT), powered by Chispa Marketing. This packet will be a resource for you as you sell OMT to your
More informationDan Klein Senior Practice Management Consultant TD Ameritrade Institutional
Dan Klein Senior Practice Management Consultant TD Ameritrade Institutional TD Ameritrade Institutional, Division of TD Ameritrade, Inc., member FINRA/SIPC/NFA. TD Ameritrade is a trademark jointly owned
More informationAutomating Marketing Localization
Bridging the Gap between Corporate and Distributed Marketers With traditional brand marketing channels rapidly declining in effectiveness, a successful, collaborative relationship between corporate marketing
More informationThe Recruitment Quotient:
ADP Research Institute The Recruitment Quotient: Raising Your Talent IQ Contents 3 Introduction 4 Candidates Expectations: Higher Than You Might Expect 5 Employment Brands, Social Media, and the Consumerization
More information2015 CPA Firm Succession Planning
2015 CPA Firm Succession Planning The Challenges Ahead The overall outlook by CPAs of the national economy continues to improve, according to recent AICPA studies, and CPA firms are anxious to help their
More informationDeveloping the Right Marketing Budget for Your Firm
Developing the Right Marketing Budget for Your Firm Original content provided by The Whetstone Group, Inc. DISCLAIMER: This publication has not been approved, disapproved or otherwise acted upon by any
More informationAthabasca University Management Position Description Section I
Athabasca University Management Position Description Section I Position Information Update Only X Classification Review Position Title Social Media and Marketing Coordinator Position # 999074 Department
More informationRECRUITER OUTREACH: EMAIL INTRODUCTION
Recruiter correspondence Here at TheLadders we believe you should use multiple channels to uncover and pursue potential opportunities. These methods include: searching for an applying to online job applications;
More informationCEB s Workforce Surveys & Analytics
CEB s Workforce Surveys & Analytics 3 80% of the 4,000 business leaders CEB surveyed in 2011 said engagement initiatives do not drive business outcomes at their companies. Mobilizing the Workforce: Enable
More informationManu Marketing. Boutique marketing services. Web Development & SEO Social Media Marketing Video Production Mobile Applications
Boutique marketing services List of services To stay competitive in today s market you need a website that will work for your business to keep your audience informed and connected to your message. Manu
More informationUSING SOCIAL MEDIA EFFECTIVELY TO MAKE
[Type text] 3/23/2012 HMI USING SOCIAL MEDIA EFFECTIVELY TO MAKE THE MOST OF YOUR FARM BUSINESS Contents What Is Inbound Marketing?... 2 Part I: Introduction to Inbound Marketing... 3 Part II: Get Found
More informationSuccession Planning Discussion Guide
Succession Planning Discussion Guide Overview This discussion guide is used to facilitate the development of the success profile for the CEO and/or other top leadership positions. The success profile describes
More informationFinancial Advisors Use of Social Media Moves from Early Adoption to Mainstream
Financial Advisors Use of Social Media Moves from Early Adoption to Mainstream Advisors use a variety of social networks overall but when it comes to driving business, the overwhelming majority turn to
More informationCreate, attract, retain and delight customers, profitably. HubSpot Connector
CRM for Marketing Create, attract, retain and delight customers, profitably Maximizer s built-in marketing tools mean you can simply and effectively plan, budget, execute, analyse and optimise all aspects
More information9 Client Onboarding Strategies for Top-Performing Financial Advisors (800) 732-0876 clientwise.com clientwise.com/blog
CLIENTWISE LEARNING TOOLS 9 Client Onboarding Strategies for Top-Performing Financial Advisors TM (800) 732-0876 clientwise.com clientwise.com/blog 9 Client Onboarding Strategies for Top-Performing Financial
More informationWorking Smarter: Marketing Your Business For Growth
Working Smarter: Marketing Your Business For Growth Working Smarter: Marketing Your Business For Growth A strong marketing plan can be essential to business success, allowing you to capitalize on your
More informationTHE SUSTAINABLE WAY TO GROW
Financial Services POINT OF VIEW THE SUSTAINABLE WAY TO GROW WHAT WEALTH MANAGERS CAN LEARN FROM OTHER PROFESSIONAL SERVICES AUTHOR Philippe Bongrand, Partner Wealth Management is a professional services
More informationPaul Mosenson, Founder of NuSpark Marketing
Paul Mosenson, Founder of NuSpark Marketing For sales and business development people to find and nurture prospects through social media For marketing people to support the sales efforts by providing content,
More informationInformation technology (IT) function Finance function Sales function Human capital function Operations function
Introduction These are exciting times for wholesaler-distributors seeking to capitalize on opportunities in e-commerce, mobility, and social networking; embrace the full potential of advanced analytics;
More informationGuide to Building A Broad-Based Coalition
Guide to Building A Broad-Based Coalition Supporting the Development and Sustainability of a System of Pathways DISTRICT FRAMEWORK TOOL 1.1.3 As communities across California commit to developing systems
More informationIs Your System Ready for Population Health Management? By Dale J. Block, MD, CPE
Population Health Is Your System Ready for Population Health Management? By Dale J. Block, MD, CPE In this article Health care organizations will need to migrate to population health management sooner
More informationSolutions overview. Inspiring talent management. Solutions insight. Inspiring talent management
Solutions overview Inspiring talent management Solutions insight Inspiring talent management Inspiring talent management Intuitive technology that people love to use Lumesse is the only global company
More informationSPERRY VAN NESS VALUE PROPOSITION
SPERRY VAN NESS VALUE PROPOSITION All of the tools, materials, and systems you need to grow your business. Why Franchise with Sperry Van Ness? With our advanced commercial real estate technology and systems,
More informationMaster the Metrics that Matter. A dentist s guide to managing key performance indicators (KPIs) for greater productivity and efficiency.
Master the Metrics that Matter A dentist s guide to managing key performance indicators (KPIs) for greater productivity and efficiency. About the Author Tammy McHood is a senior product manager for Henry
More informationRecruiting in a Competitive Market
Recruiting in a Competitive Market MAURA DYER 15 YEARS Online Talent Acquisition Director, Rogers Facilitating the recruitment, engagement, and development of top talent at leading Canadian organizations
More informationWhat is a CRM? How can this benefit you?
What is a CRM? Customer Relation Management or CRM is a software solution that can help manage and grow your business in a multitude of ways whether you are a self-employed individual or small to midlevel
More information7direct marketing. TECHNIQUES for FINANCIAL SERVICES. By Clifford Blodgett. Demand Generation and Digital Marketing Manager
7direct marketing TECHNIQUES for FINANCIAL SERVICES By Clifford Blodgett Demand Generation and Digital Marketing Manager Personalize your message Decide on your objective Test your campaign and modify
More informationRENOVATE, Don't Replace Your HR Systems
RENOVATE, Don't Replace Your HR Systems Kenexa Open HR Strategy and Roadmap! Rob Ingram Principal Product Manager IBM Kenexa Open HR Initiative What we will cover Why does Kenexa Open HR matter to you?
More informationStrategic Plan Approved May 2011 Updated April 2014
Strategic Plan Approved May 2011 Updated April 2014 Haub School of Business Vision The Haub School of Business will be recognized and acknowledged nationally as a leading Jesuit school of business for
More informationEvent Marketing 101 for Not for Profits
WHITEPAPER MARCH 2015 Event Marketing 101 for Not for Profits 8 tips to help you reach your event goals Presented by Pro Bono Australia and Eventbrite CONTENTS Introduction... 2 Tip 1: Drive Brand Awareness...
More informationXACTLY PARTNER PROGRAM GUIDE
XACTLY PARTNER PROGRAM GUIDE 2014 PARTNERING WITH XACTLY The targeted nature of our partner program enables us to help partners better capture the momentum of the growing incentive compensation management
More informationMarketing + Business Development Live Online Assessment and Workshop Executive Summary
Marketing + Business Development Live Online Assessment and Workshop Executive Summary www.sevenkeyscpa.com info@sevenkeyscpa.com The Seven Keys to Successful CPA Firm Management The Seven Keys to Successful
More informationRedefining RPO: Comprehensive Talent Solutions Changing the Employment Landscape
Redefining RPO: Comprehensive Talent Solutions Changing the Employment Landscape EXECUTIVE SUMMARY Recruitment process outsourcing (RPO) has undergone a transformation. What once was a function focused
More informationWhen Engaging the Right Talent, One Size Does Not Fit All
When Engaging the Right Talent, One Size Does Not Fit All Candidate Preferences in Job Search and Interview Practices This is the first in a five-part series from ManpowerGroup Solutions analyzing the
More informationSchool of Accounting Florida International University Strategic Plan 2012-2017
School of Accounting Florida International University Strategic Plan 2012-2017 As Florida International University implements its Worlds Ahead strategic plan, the School of Accounting (SOA) will pursue
More informationGE Capital What are the key components of a sales force effectiveness program?
What are the key components of a sales force effectiveness program? overview What are the key components of a sales force effectiveness program? Sales representatives have always followed a straightforward,
More informationSelf Licensed Solutions.
Self Licensed Solutions. Helping to drive greater efficiency and growth for your business To thrive in a rapidly changing industry, you need to align yourself with the right people and partners; those
More informationProviding innovative solutions resulting in the financial success of our Clients, Staff and Firm.
Government Contracting Services Statement of Qualifications Prepared by: Martinez & Associates CPAs 1100 Town Plaza Court Winter Springs, Florida 32708 (407) 834-0777 Providing innovative solutions resulting
More informationClosing The Gap: Bridging Generational Differences for Effective Succession Planning
Closing The Gap: Bridging Generational Differences for Effective Succession Planning When you think about selling your practice, it s easy to focus solely on its valuation because it s the most tangible
More informationLeverage Social Media to Build Your Business. Allison Collinger March 18, 2011
Leverage Social Media to Build Your Business Allison Collinger March 18, 2011 Social Media: What We ll Cover Today What is it? Why do I keep hearing the term? What do I need to know? What are some ways
More informationAbout People and Chaya Company join forces to help financial advisors transform their business!
About People and Chaya Company join forces to help financial advisors transform their business! August 2003. Chaya Company and About People create a solid alliance to develop and deliver the ultimate Business
More informationWelcome to the Haas Alumni Network.
Welcome to the Haas Alumni Network. With more than 36,000 Haas School graduates around the world, the Haas Alumni Network is a powerful global force. What unites us? Our UC Berkeley heritage. Our commitment
More informationNow you can reach. new heights. with... Retirement Plan Sales & Service Guide. AdvisorEdge Consultant: 800-524-401k, option 3
Now you can reach new heights with... Retirement Plan Sales & Service Guide AdvisorEdge Consultant: 800-524-401k, option 3 Get the Edge on Your Competition What is AdvisorEdge? Benefit Consultants Group
More informationWomen in Federal Law Enforcement Foundation, Inc. Strategic Plan January 1, 2016 December 31, 2020
Women in Federal Law Enforcement Foundation, Inc. Strategic Plan January 1, 2016 December 31, 2020 Strategic Goal 1: Training, Professional Development and Leadership Enhancement WIFLE will continue to
More informationThe Financial Services Industry
The Financial Services Industry AN INTRODUCTION TO SOCIAL MEDIA The Challenge The Financial Services industry is one of the most established and complex around. Many of its key processes and systems have
More informationBC IMMIGRANT INVESTMENT FUND LTD. 2015/16 2017/18 SERVICE PLAN
BC IMMIGRANT INVESTMENT FUND LTD. 2015/16 2017/18 SERVICE PLAN For more information on the BC Immigrant Investment Fund (BCIIF) contact: BCIIF Suite 301 865 Hornby Street Vancouver, BC V6Z 2G3 Shauna Turner,
More informationDeveloping a Marketing Plan. Develop a strategic marketing plan to successfully grow your business and increase profits
Developing a Marketing Plan Develop a strategic marketing plan to successfully grow your business and increase profits Learning Objectives At the end of this module, you will be able to: Understand the
More informationSales Process Mapping Best Practices for Sales Management
Sales Process Mapping Best Practices for Sales Management July 20080 Copyright 2008 Sales Performance Consults, Inc. and The The Sales Management Association Note to Members This document has been prepared
More informationSupplier s Guide. A guide for identifying business opportunities
Supplier s Guide A guide for identifying business opportunities Welcome Suppliers BNY Mellon believes in forging strong supplier relationships. We rely on our suppliers for a multitude of products and
More information2012-2014 STRATEGIC PLAN ILLINOIS SMALL BUSINESS DEVELOPMENT CENTER NETWORK
2012-2014 STRATEGIC PLAN for the ILLINOIS SMALL BUSINESS DEVELOPMENT CENTER NETWORK ILLINOIS DEPARTMENT OF COMMERCE AND ECONOMIC OPPORTUNITY VISION and MISSION The Vision To be recognized as the leading
More informationJobvite Hire: High Tech. The innovative recruiting solution that fuels your innovation. information@jobvite.com. Follow Jobvite:
Jobvite Hire: High Tech The innovative recruiting solution that fuels your innovation. Few industries today are as hot as high tech and few are as dynamic and competitive. The pace of technology growth
More informationPOSITION DESCRIPTION
POSITION DESCRIPTION Position Title: Personal Banker Primary Work Site: Fergus Falls Sales Office Reports To: Market President FLSA Status: Hourly, Non-Exempt Standard Workweek: 40 hours per Week American
More information