Female clients of wealth management firms often have different circumstances behind their financial planning needs. Some are breadwinners and business owners, while others are at-home family caregivers. Some worry about paying college tuition, caring for an elderly family member and managing household finances. Nearly all put their families’ needs ahead of their own.
Effective August 1, 2013, the long-established, highly regarded firm of Schoenfeld Mendelsohn Goldfarb LLP (SMG) has merged into the firm of Janover LLC with offices in Garden City and Manhattan, New York.
E-mail is one of the most widely used marketing tools. But with so many marketing e-mails out there, it takes skill and practice to cut through the clutter. Here are a dozen tips that will help you do just that.
We've all heard the expression "content is king." Well, when it comes to marketing, that's becoming all the more true, according to a presentation about inbound marketing at the 2013 Association for Accounting Marketing Summit.
High Impact Excel: Pivot Table Edition
Following up on the success of his popular High Impact Excel session, this time around David H. Ringstrom, CPA turns his attention to pivot tables. In one hour you'll learn how to whip unwieldy data into shape, and then quickly build meaningful reports by dragging and dropping with your mouse. David will also discuss techniques for improving pivot table data integrity. Detailed handouts with numbered steps will be provided for a variety of Excel versions.