by Niv | Feb 7, 2024 | Profession
If you’re in sales, you need to find potential clients, also referred to as prospects. More importantly, you need to close the deal (or make the sale). How do you do this when your calendar is overbooked? The most efficient way is to make your first meeting count....
by Niv | Jan 3, 2024 | Profession
Estimated reading time: 5 minutes Key Takeaways Your retired mom calls frequently, seeking connection as she adjusts to her new life. Consider helping her find a part-time job, volunteer role, or hobby to keep her engaged. Part-time jobs can include roles at a church,...
by Niv | Nov 8, 2023 | Profession
Have you accomplished your professional goals for 2023? (Yes, it’s hard to believe there are only a few more weeks left in the year.) Some firms require employees to identify goals for the year. Other firms give their employees goals to achieve. In either case,...
by Niv | Oct 4, 2023 | Profession
Through my practice, I work with individuals who recently lost their spouse. It’s difficult to watch someone struggle with grief while facing the realities of their financial situation. Often, they may be in a situation where there isn’t enough income to support the...
by Niv | Aug 2, 2023 | Profession
If you’re planning for retirement, you may be focused on the money aspect – running calculations to ensure you won’t outlive your money. While that’s an essential aspect of retirement planning, it’s not the only item to consider. Look beyond money when...
by Niv | Jun 7, 2023 | Profession
When there’s an issue with your client, pick up the phone and call them. If your texts or emails go beyond two messages regarding a situation, take it as an indication that you need to call your frustrated client. When going back and forth via text or email,...
