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As a fiduciary, you have an obligation to present the value of an estate when you take up your duties, the value at the end of the period, along with each and every transaction that occurred throughout the administration. All together, these schedules tell the story of how the estate/trust has been managed to relevant stakeholders, be it beneficiaries, the court, or other interested parties. Read the full article at: www.estateably.com 
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As a financial advisor in the increasingly competitive landscape of 2024, differentiating yourself is more critical than ever. One of the most effective ways to stand out and build a thriving practice is by identifying and targeting a specific client niche. By focusing on a particular group of clients with shared characteristics, needs, and goals, you can tailor your services, marketing, and expertise to serve them exceptionally well. Read the full article at: www.savvywealth.com
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Many sales strategies would lead you to believe that building relationships with prospects is an integral part of the sales process. However, the authors of “The Challenger Sale”, Matthew Dixon and Brent Adamson, have different ideas, which they explain through their challenger sales model. The authors say that when it comes to top-performing sales reps, building relationships is the least effective strategy in closing sales. Instead, they argue that sales reps who take control of a sale and teach their prospects how to solve their problem are more successful than sales people who spend long amounts of time building a relationship with their lead.
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The Competing Values Framework (CVF) is a widely accepted model for understanding organizational culture, developed by researchers Robert Quinn and Kim Cameron. The CVF identifies four major types of corporate culture: Clan, Adhocracy, Market, and Hierarchy. Each culture has unique characteristics, advantages, and disadvantages, which can be developed through specific strategies and actions.
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"Staying informed about key sales statistics is crucial for top-performing salespeople to prospect effectively, conduct thorough research, engage in well-received outreach, and improve their conversion rates.I’ve compiled 94 essential sales statistics to help you achieve a higher success rate in 2024,
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Recruiters spend an inordinate amount of time searching for candidates. It's a laborious task going through hundreds of résumés, trying to find the right match. It takes time and talent to write effective job descriptions to capture the attention of job seekers, while also adhering to new salary disclosure rules and other requirements. Read the full article at: www.forbes.com
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In today's competitive talent landscape, organizations are seeking to elevate the entire employee experience to attract and retain top talent. But what happens when your employees struggle to find meaning and purpose at work? You are not alone. Employees everywhere feel disengaged at work. So, the question you should be asking is what makes a positive employee experience that encourages people to join and stay with the company for a long time? Read the full article at: www.vantagecircle.com
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With summer approaching, signs have emerged of a possible U.S. labor market slowdown. Job openings have modestly declined in recent months. The April Employment Situation Summary from the U.S. Bureau of Labor Statistics shows payroll employment growth slowed from previous months. April saw the creation of 175,000 new jobs, modestly below expectations, and a possible sign of slower economic growth.2 Nevertheless, job layoff activity appears stable and worker’s wage gains remain solid.
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Every day on LinkedIn, you find all kinds of sales content, especially about strategies for cold calling and getting meetings. There is also a lot of advice about how to acquire more followers or game the algorithm to make your content more visible. It's important to recognize that some of the people who post this content are new to sales, meaning they are chapters behind others who have been working in sales for a long time. Rarely does a person come across content about self-development, even though it would improve people’s sales results and many other aspects of life. Who you are is a greater variable in your success than what or how you sell.
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As financial services (FS) institutions look for ways to spur organic growth, the importance of catering to customers of various language backgrounds stands out. With growth potential in mind, we've identified and laid out four pivotal areas that demand the undivided attention of FS organizations. (Our clients can attest that the ROI is worth it!) Read the full article at: www.transperfect.com
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The word ‘rollercoaster’ best sums up 2023. We’ve experienced economic, geopolitical, technological, and societal challenges over recent months with the ongoing cost-of-living crisis, high interest rates, inflation, global conflicts, catastrophic weather events, the rise in artificial intelligence such as ChatGPT, to name only a few. All of these elements have put pressure on the financial services industry (FSIs), pulling its focus in different (and often complex) directions to solve problems that didn’t exist a year ago. Read the full article at: blogs.opentext.com
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Understanding the qualities that distinguish top performers in the workplace is critical for any organization. Studies have shown that a small percentage of employees contribute significantly to overall productivity. One found that the top 1% of employees account for 10% of productivity, while the top 5% contribute to 26% of total output. This begs the question: what attributes set these high-performing individuals apart? Read the full article at: engagedly.com
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Big Data relates to the huge amounts of structured and unstructured data generated daily. It has the potential to change how marketers do business. Big Data enables marketers to gain a fuller comprehension of their customer behavior, preferences, and demographics by gathering data from various sources, such as social media, customer feedback, and website analytics. Read the full article at: predikdata.com
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We’ve noted previously that stocks are in a period of relative calm right now. The S&P 500® Index has gone 18 months without a single day sell-off of 2% or more, the longest streak since the Global Financial Crisis. There have only been seven days in 2024 when the S&P 500 has fallen more than 1%. Read the full article at: blog.nationwidefinancial.com
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Investing in the stock market is a time-honored method for building wealth. However, not all investment strategies are created equal. One of the most misguided strategies is market timing—attempting to predict market movements and make buy or sell decisions accordingly. While the allure of buying low and selling high is tempting, the reality is that market timing is not only extremely difficult but also fraught with significant risks. Missing out on just a few days of strong returns can have a profound impact on your overall investment performance.
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At the same time, HR’s attention is being pulled multiple different directions: More than half, 57%, of HR pros said they are working beyond normal capacity right now, and 56% said they lack sufficient staff to cover the workload, according to SHRM’s 2023-2024 State of the Workplace report. One in three HR professionals in understaffed departments are looking for a new job. “There’s a lot on HR’s plate right now,” Nelson said, outlining the topics HR professionals are focused on, and what they can do to meet these goals.
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Miscommunication – if not handled well, may become quite synonymous with complication. Many instances went down in history where, if simply a blunder hadn’t occurred, the story would’ve been different. Take for instance the unopened message in a battle fought between the Americans and the British. A spy had tucked a note in a British soldier’s pocket. This note revealed the whereabouts of the Americans. The note was never opened and was only found after the Americans won the battle.
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Tenant screening is a critical process for landlords aiming to find reliable and long-term occupants for their rental properties. This guide will walk you through the essentials of creating a thorough screening procedure. Read the full article at: www.rentgowalters.com
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In today’s rapidly evolving HR landscape, it’s crucial to adapt and implement the latest HR trends effectively. However, HR professionals face numerous obstacles that require innovative solutions and a deep understanding of the current dynamics. Navigating the complexities of remote and hybrid work environments has become a pressing challenge. How do you ensure that employees remain engaged, productive, and connected, regardless of their location?
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The global sales tech market is projected to grow to $104,470 million by 2030, expanding at a compound annual growth rate (CAGR) of 16.3% from 2024 to 2030. The takeaway for B2B organizations is clear: the sales tech landscape is rich with options. On average, a rep uses at least six different tools to perform effectively. These tools include customer relationship management (CRM) systems, deal management software, sales enablement tools, and email sequencing software, among others. Each tool plays a crucial role in enhancing various stages of the sales process, from prospecting to closing deals.
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Recruiters use artificial intelligence (AI), such as machine learning, to help reduce or automate time-consuming tasks during the hiring process. It can also assist recruiters by sourcing, screening, and organizing applicants at the top of the hiring funnel. Many recruitment software solutions already include several of these AI elements. Understanding where and how to use AI in these tools can help companies source great talent faster.
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For those working in employee and people management, the focus in 2024 will be on managing the human implications of digital transformation. In many organizations, this will mean tackling the challenges created by AI's increasingly omnipresent and disruptive emergence. It's true that no one yet truly knows what impact AI will have on the human workforce, but for HR professionals, 2024 is going to be spent working it out. Read the full article at: www.forbes.com
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Currently, the main use cases for AI within finance departments are customer service, fraud detection and risk management. Sixty percent of the individuals we surveyed said they are “very comfortable” using AI technologies. Read the full article at: www.avidxchange.com
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Like every year before, 2024 will come with unique challenges and changes — and the sales landscape isn't exempt from those kinds of shifts. I anticipate the sales game won’t look the same as it does a year from now — just look at the changes we’ve already had in 2023. (I’m looking at you, AI). Read the full article at: blog.hubspot.com
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I know you are working on ending the year strong. Your sales manager is encouraging you to pull the last couple of deals across the line. But this week, many people will be taking time off to spend with their families and friends, which means your contacts might not be at work on Wednesday and Friday. If this is true for you, it’s a good time to start building your plan to succeed in 2024. Read the full article at: www.thesalesblog.com
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