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"long-term care"

    Business Development

    Talent and Acquisition: Leading Multi-Generational Teams

    by Tom Lamendola October 30, 2017
    written by Tom Lamendola

    Updated October 10, 2024, at 3:05 PM

    Stop me if you’ve heard this before: A millennial, a baby boomer, and a Gen X-er walk into a bar…

    That was meant to deceive you. You can’t stop me because our business management system today would have you believe that scenario is unimaginable. Great—now, I’m left trying to come up with the punchline!

    For more than 70 years, our management philosophies—and our needs as employees—have evolved. From punching the clock and very little management, to the hay-day of Maslow and his “Hierarchy of Needs”, to our current state of employee engagement and driving success. Sprinkled in between are generational differences, growing public belief systems, and TED Talks; all fighting for space within the minds of today’s thought leaders. So, how do we imagine and execute a plan which will work for everyone? Or perhaps more importantly, how do we repeat a successfully implemented plan?

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    October 30, 2017
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  • Marketing + Branding

    Customer Service Tips for Financial Advisors [And How They Impact Your Business]

    by J. Wesley Knowles June 15, 2017
    by J. Wesley Knowles June 15, 2017

    Is customer service and our level of engagement with the client important to the success of a practice? On a recent vacation, a trip to Walt Disney World Resort, I learned first-hand …

    9 FacebookTwitterPinterestEmail
  • Marketing + Branding

    Marketing to Women Clients [5 Ways to Get More Female Clients]

    by FIG Marketing October 3, 2016
    by FIG Marketing October 3, 2016

    Updated on February April 10, 2024, at 2:12 PM The statistics on marketing to women clients and wealth in our country provide a compelling reason for incorporating women-specific marketing and services into …

    15 FacebookTwitterPinterestEmail
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