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

There are many different ways to boost your sales figures but one thing is for certain: sales simply cannot be neglected. You might hope for passive sales or you may employ a team of cold-callers but ...

Your marketing plan states your overall objectives when it comes to target demographic, pricing and ultimately promotion. The promotional plan is part of the marketing plan. In fact, your marketing ...

There are seven major sections of a business plan, and each one is a complex document. Read this selection from our business plan tutorial to fully understand these components. We'll be in your inbox ...

The business plan is the blueprint for your business, the who, what, where, when, how, and why. It provides a single place to keep all your ideas, the roadmap that will help you pursue these ideas, ...

Ask financial advisors if business planning is important, and most will say, “yes, of course.” Then ask if they have a business plan. If they do, ask whether they refer to it frequently and use it to ...

If you’re looking for funding for a new or existing business, you need a business plan. Your business plan gives lenders and investors the information they need to determine whether or not they should ...

A well planned marketing budget helps you ensure costs align with planned expenditures throughout the year. As a side effect, they can also help measure campaign ROI. The best way to stay on top of ...

Microsoft Excel is a commonly used spreadsheet software for organizing and managing data. Like all other spreadsheets, Excel allows you to calculate data with formulas, use graphing tools, build ...

Click here for a PDF version with screen shots. What is the Student Educational Planner (SEP)? The Student Educational Planner (SEP) is a resource tool to help students determine which courses to take ...