April 27th, 2016
Commercial property insurance is a wide category that comprises many types of coverage. This article provides an overview of the coverages available to businesses who seeks to find out what type of commercial insurance they may include. This also serves as a buyer’s guide for commercial insurance leads. (more…)
April 19th, 2016
Following up an appointment in any business setting is just as important as keeping your credibility as a business partner. Showing how you value of any business prospect is a solid factor that any B2B vendor must indicate. Thus, following up an appointment is very crucial because it is the bridge by which business prospects move to the next phase of the sales funnel. Any company that shows professionalism and excellence in follow-ups can surely fire the revenue button of any business. To see how follow-ups are done, we have compiled some best practices within our appointment setting workaround. (more…)
April 12th, 2016
Think of your relationship with your financial adviser as a partnership, with both of you working to achieve your financial goals. You both have responsibilities in making it a success. And like in any relationship, open and honest communication is key.
What you should expect from your financial adviser (more…)
April 5th, 2016
Although property tax consultants are not licensed, one measure of professional standing is membership in organizations such as the Institute of Property Taxation and the International Assn. of Assessing Officers, together with any credentials they offer especially when business in B2B transactions are in need of financial advisories from tax sale consultant. (more…)
March 31st, 2016
Long before David Mendels became an advisor, he saw the importance of financial planning leads no matter what a person’s age is.
He was in his 20s when a married couple he knew from college were killed in a private plane crash. While their death was devastating enough for loved ones, the agonizing part was that they had a 3-year-old daughter. (more…)