Financial Poise

Articles tagged: Business Strategy

Shopping for Property and Casualty Insurance: What Legal and Financial Professionals Need To Know

Insurance isn’t just a compliance formality — it’s one of the most complex and potentially consequential contracts a business will ever sign.

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6 Tips for Successfully Pursuing an Acquisition

Thinking about acquiring a business? Learn the six essential steps for a successful acquisition, from planning and negotiation to integration and cost management.

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Employee Development: How To Invest in People and Boost Your ROI

Employee development and training are crucial to avoid turnover and the costs of onboarding new employees. Learn how to retain your talent.

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What Makes an Effective Director? Lessons from the Boardroom

What makes a corporate director effective is their judgment, oversight, strategy, and responsibility, in issues ranging from fiduciary duties to emotional intelligence.

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Why and How Brands Go Viral

Want your brand to go viral? Learn the secrets behind viral marketing, from knowing your audience to designing shareable content that resonates and spreads like wildfire.

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Successful Crowd Financing Requires Strong Branding

A crowdfunding campaign promises a product, but business crowdfunding or crowd finance promises investors a trusted brand and ROI.

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The Benefits of Generalist Leadership and How To Cultivate It

Growing and developing leaders may mean encouraging talent to move around the company, break through silos, and peer beyond company ramparts.

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What’s It Worth? Valuing a Business for Sale

Valuing a business is useful, if not necessary, in many circumstances including when a business is seeking a bank loan or preparing for a sale or acquisition.

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How Minimum Viable Outcome Thinking Builds Better Products

While minimum viable product often gets cast as the business development MVP, minimum viable outcomes matter more. Here’s why.

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The Best Strategy To Utilize CRM Software and Retain Your Customers

Go beyond simple data. Choose the right customer relationship management (CRM) tool and build stronger relationships with your clients.

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