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,...
by Niv | May 3, 2023 | Profession
When someone sends you a referral what do you do? If referrals help your business, develop a process to keep them coming your way. Whether it’s from an existing client or a professional connection, make it a habit to thank your referral source. Is a text or email...
by Niv | Apr 5, 2023 | Profession
Do you have a stack of business cards you’ve collected from various networking meetings? Maybe you have several stacks … Have you followed up with these new contacts? Some people are better at following up than others. But most of us, get stuck with the “I meant to...
