Our blog page covers topics related to the Human Resouces (HR) industry.
In it, you'll find information of national interest, such as current HR trends, industry updates, new HR products reviews, and access to Human Resource training, including online training, seminars, webcasts, audio conferences, and podcasts - all designed for you, the busy professional!
We also cover key HR compliance topics such as COBRA, HIPAA, FMLA, Retirement Plans, Compensation, Workforce Management, and employee development.
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As a leading authority regarding marketing and servicing affluent clients, The Oechsli Institute is prepared to teach you the secrets of attracting, servicing and retaining wealthy clients in their step-by-step guide.
Based on our 2004 Affluent Purchase Decision Research, we have compiled insightful information on the Do's and Don'ts of initial contact, the sales presentation, and critical service issues.
Have you ever heard another advisor say "I'm going after the low-hanging fruit"?
The low-hanging fruit is the stuff that is "easy to pick", because it hangs low and you don't have to "work" to get it by climbing the tree or getting a ladder. Likewise in sales, low-hanging fruit is supposed to be the "easy sales".
Unfortunately there is a problem with the low-hanging fruit. The "fruit" has been handled too much. When there is low-hanging fruit out there, everybody knows about it.
The CFP Board has pushed back by one week the deadline for applying to take the March 2007 CFP Certification Examination and has extended the effective date of the bachelor's degree requirement for CFP certification from January 1, 2007 to March 1, 2007.
March 2007 Exam Application Deadline Extended to February 7, 2007 CFP Board has extended the application deadline for the March 16-17, 2007 exam by one week, allowing candidates who fail the November 2006 exam until February 7,
During the next decade, hundreds of billions of dollars will be transferred from one generation to the next. Parents and grandparents making these bequests need to know which assets should be transferred and when.
By positioning yourself now as someone who specializes in estate planning, you will be there to reap the rewards when the transfers are made, as well as establish a lasting relationship with the new owners.
The Board Certified in Estate Planning (BCE) is the only
Here's a seminar idea. Why don't you book a seminar on financial planning at one of the hotels by your airport? Just think of the ambiance that you could create...hotel conference room...fluorescent lighting...buffet table...rubber chicken. And the novel topic...financial planning. How unique! Don't you think that your best prospects would jump at the chance to spend an hour with you at the Holiday Inn off the interstate?
Here's a better idea. Why don't you just light your hair on fire?