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How to Strategically Plan for 2025 as a Business Owner

Opinions expressed by Entrepreneur contributors are their own. Scaling a business in 2025 will require a strategic approach, mixing preparation, execution and follow-through. As leaders prepare for annual strategic planningsuccess depends on both clarity of vision and disciplined execution. Drawing on three decades of experience helping companies scale, applying Rockefeller's 10 Habits has consistently brought…

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401(k) Real Talk Episode 125: October 9, 2024

Open, honest, and candid discussion about the latest jobs numbers, Creative Planning, hacks from TIAA, how AI can revolutionize 401(k) plans and more. Source link

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Free Webinar | Nov 20: How to Avoid 3 Costly and Common Marketing Mistakes

Join seasoned marketer, business coach, and author Darcy Juarez as she uncovers the biggest marketing pitfalls that most entrepreneurs and hustlers experience. With over 18 years of experience, Darcy has developed successful strategies that minimize these mistakes and deliver real results. Highlights of this exclusive webinar: Learn how to avoid the top marketing mistakes that…

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Arguing After Death: Who Decides Your Client's Burial Rights?

After a protracted legal battle, director Guy Ritchie was recently granted permission to create a private burial ground on his Wiltshire estate. The high-profile dispute over his funeral wishes reflects an often-overlooked issue that can cause friction in the immediate run-up to a death. Very often, the first issues that arise after the death of…

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JPMorgan Chase CEO Jamie Dimon: HE will take on some jobs

JPMorgan Chase Chairman and CEO Jamie Dimon says there's no denying that AI will create and eliminate jobs — but from his perspective, change is inevitable and the bank, which is the largest in the U.S. with 3.4 trillion dollars in assets, will treat them as they come. “If (AI) changes jobs and operations elsewhere,…

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Future tax policies and planning strategies depend on the 2024 election

Heading into the 2024 election, Republican and Democratic tax policy proposals reflect their differing economic ideologies. Both sides have important implications for personal wealth planning, particularly in relation to how to manage tax liabilities, structure investments and plan for the transfer of wealth to future generations. Understanding each party's current tax proposals is key to…

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How to Start a Business: Kind Snacks Founder Daniel Lubetzky

If you want start a businessdon't try to follow in someone else's footsteps – not even Daniel Lubetzky. Lubetzky, who founded Kind Snacks in 2004 and sold it in March 2020 for a estimated at 5 billion dollarssaid entrepreneur in a new interview that while his journey may inspire others, he doesn't want aspiring entrepreneurs…

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Maximizing wealth management customer segmentation

Sponsored by As organic growth through enhanced marketing and more effective client retention becomes a priority for wealth management firms, client segmentation has taken on greater importance. IQ Wealth Management and BNY Mellon | Pershing recently conducted an in-depth survey to discover advisors' and managers' attitudes toward and experience with client segmentation. This report presents…

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Melinda French Gates Launches $250 Million Fund – How to Apply

In May, Melinda French Gates resigned as co-chairman of the Bill and Melinda Gates Foundation and announced that it was dedicating $1 billion over the next two years for women's organizations. On Wednesday, part of that vision unfolded — the French gates launched Action for women's healtha $250 million fund for nonprofit organizations that support…

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'Customization at scale' is here

Financial advisors can use generative artificial intelligence to help them achieve “personalization at scale” within their practice. Now, we are in the implementation phase, said the speakers at WealthManagement.com's RIA Edge West Conference in Marina del Rey, California. “The good news is that customization at scale is here,” said Jason Pereira, senior partner and financial…

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