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But isn't Outlook Good Enough? This Article is About: Financial Services Innovation by Brian Vellmure, Bri. I was recently speaking with a mutual friend who has been in sales for several years about the benefits of CRM. (For the sake of this newsletter, we'll call him Jim) Jim was quick to comment on how he didn't like any of the current CRM software...
Maximize Cost Savings with Increased Efficiencies This Article is About: Ikon Financial Services by Brian Vellmure, Bri. "The first rule of any technology used in a business is that automation applied to an efficient operation will magnify the efficiency. The second is that automation applied to an inefficient operation will magnify the inefficiency."
- BILL GATES...
Why Bother With Customer Centricity? This Article is About: Ikon Financial Services by Brian Vellmure, Bri. "The absolute fundamental aim is to make money out of satisfying customers" - Sir John Egan
Hi Friends,
CRM Magazine recently asked their subscribers "What is the number one concern that keeps you up at night?".
I found it interesting that none...
How to Automate Your Collections This Article is About: Ikon Financial Services by Tim Randle, Tim. Having been a landlord since the early part of 1994, I feel fairly safe in stating I've tried almost every imaginable way of collecting monthly payments from my residents. I want to run through some of these methods and let you in on the pros and...
Directionals Move Properties This Article is About: Kms Financial Services by Tim Randle, Tim. One of the most effective and frequently overlooked methods of filling or selling a property is the use of directional arrow signs. I'm guilty of it myself, although usually I'm merely lazy instead of overlooking this great marketing technique....
How to Get Comps This Article is About: Business Plan Software by Tim Randle, Tim. There are primarily four ways to get information on comparable sales (comps) when trying to determine the value of a target property. Those four are:
Doing Your Own Research
Internet Searches
Service Companies
Access to MLS
DOING YOUR OWN...
Yes, the Seller Can Get a New Loan This Article is About: Kms Financial Services by Tim Randle, Tim. One of the questions I see asked over and over on the REI newsgroups is “Can the seller get another loan?” This is a great question because it so often is one of the objections raised by a seller when a creative offer is being...
Successful Offshore Call Center Outsourcing This Article is About: Financial Planning Center by Rob O'Malley, Rob. HOW TO MAKE OUTSOURCING WORK FOR YOU
There is much hype about the growth of outsourcing. There are an increasing number of success stories but the number of failed projects is also on the rise. This is particularly true of India where weak...
The Mystery of the Unknown! This Article is About: Financial Planning Software by Dina Safar & Joseph Ghabi, Din. Your Work place is no longer available, disaster has struck, and time is money! How many times have you heard these statements?
It is a nightmare for CIOs and IT directors to have to explain downtime to their CEO and CFO.
For many CEOs and CFOs,...
The Art of Succession Planning This Article is About: Senior Financial Planning by Paul Shearstone, Pau. Succession planning, like any business acumen, is both an art and a science. That is to say, there are many proven strategies that can and must be followed so that successful transition can occur.
Too often organizations address the succession...
The Laws and Ethics…. Who’s Kidding Who? This Article is About: Financial Planning Firms by Paul Shearstone, Pau. Years ago I read an article by a renowned psychologist wherein he wrote his studies found one percent of all human beings would never lie, cheat or steal. One percent would always lie, cheat or steal and given the right set of circumstances, the...
What's For Lunch? This Article is About: Bmw Financial Services by Cathy Bryant, Cat. As an entrepreneur, I'm always intrigued by small businesses, home-based or not, that exceed the expectations of their customers in a big way.
Let me tell you about one of them.
Recently I spent some time with my daughter in her college town of...
Greed can cost you your shirt! This Article is About: Business Plan Financial by Wilard Michlin, Wil. The proper action when things are going well is to pay off debt and consolidate your position. Then you will be financially strong and can go for further expansion without fear of loosing what gains you already have. When you are not deep in debt...
The Incentive Dilemma: This Article is About: Bmw Financial Services by Paul Shearstone, Pau. Manufacturers and distributors are rolling out more sales incentive programs for their channel partners than ever before.
Some of these programs are not as successful as they could be, however, because they fail to appreciate fully what motivates...
My Job Rocks! This Article is About: Bmw Financial Services by Paul Shearstone, Pau. When was the last time you heard someone say that? More importantly: When was the last time you said it?
Sadly, too few people today can honestly admit they love their job, their company or in particular their long-term personal outlook. No one has...
Ready, Fire ... Aim! This Article is About: Free Financial Planning by Kimberly Stevens, Kim. Almost every book about starting a new business begins by telling you to write a business plan. Many readers run in terror, others jot some notes on a pad and a very few sit down to write out a comprehensive strategic plan for their business.
After...
Are You Throwing Good Time After Bad? This Article is About: Business Plan Write by Kimberly Stevens, Kim. We've all heard the old saying "throwing good money after bad" referring to losing more money on something rather than cutting your losses and moving on. Laura was doing the same thing in her business -- only it was time she was wasting.
After two...
But That Was *MY* Idea! This Article is About: Business Plan Free by Kimberly Stevens, Kim. Did you ever have a great idea, then watch someone steal it right out from under you?
Somehow, in the middle of the night perhaps, they snuck into your house, opened up your brain, and stole your brilliant plan. You were destined for riches before...
You Get Out What You Put In! This Article is About: Credit Financial Services by Kimberly Stevens, Kim. During a recent coaching session with Mark, I was briefly reminded of how it feels to give your all to your business and have it spit in your face.
“I just don’t get it! I’m putting all my time and energy into this business, and I’m still...
Saying NO to Good Opportunities! This Article is About: Business Plan Writing by Kimberly Stevens, Kim. Tracey started her video production company 2 ½ years ago, and after struggling through the start-up phase, she was finally reaping the fruits of her labor. When we talked, it was clear that she was ready to move onward and upward but didn’t know...
Want More Money & Less Stress? This Article is About: Credit Financial Services by Kimberly Stevens, Kim. At 2pm last Wednesday, I got a call from one of my clients. Before I could barely utter my "hello," she launched headlong into her story - "I am so frustrated! I have this client who has been dragging her feet at every stage of our project. I'm...
So Where Do You Fit In? This Article is About: Funding For Business by Cathy Bryant, Cat. Many of you reading this are working full-time, with a dream to eventually leave your job for complete independence from home. Some of you are also working at a home-based business; others are exploring the idea of one.
Others are working part-time...
35 Surefire Ways to Kill a Meeting This Article is About: Financial Investment Services by John Gravitt, Joh. 1. Play “find the meeting” by changing the location and time of your meeting at the last minute.
2. Don’t bother to book your meeting room in advance. Lead the group from room to room trying to find another place to meet.
3. Bring 5 handouts for...
