Kite Arrows

Financial 101: Teaching Your Kids The Basics

Even before your children can count, they already know something about money: it's what you have to give the ice cream man to get a cone, or put in the slot to ride the rocket ship at the grocery store. So, as soon as your children begin to handle money, start teaching them how to handle it wisely.

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The Language of Trust

“Do you know what’s going on in your clients’ heads — in that bubble over their head — when you’re having a conversation with them?” Maslansky asked attendees. He explained the way our audience responds to what we say is even more important than what we’ve said. “It’s not what you say that matters; it’s what people hear,” he said. “We try to send one message, and yet they hear another.” We’re fighting an uphill battle trying to gain our clients’ and prospects’ trust, Maslansky explained.

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Recruiting Inside Your Company

This type of recruitment refers to potentially filling job vacancies from within the company. A business might decide that it already has the right people with the right skills to do the job, particularly if its training and development program has been effective.

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Make Prospecting Fun

Let’s be honest — we live in a world that can become too focused at times on impersonal, quick communication methods like texting or Facebook posts. But clients still appreciate the personal touch, especially those 50 and older who are near or in retirement. They also seem to respond to a non-threatening and social way to introduce their friends and family to their financial advisor.

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How to Motivate Your Employees

Successfully motivating your employees will help you achieve and maintain business goals. Ultimately, you want to create an environment that allows your employees to meet or exceed expectations, do their best and feel valued. While employees are clearly motivated by tangible rewards such as salary and promotion, there are more intangible factors such as mentoring, personal and professional growth and the ability to work on independent projects.

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Wellness Programs

Wellness programs are health promotion and disease prevention programs and activities offered to employees as part of an employer-sponsored group health plan or separately as a benefit of employment.

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EMPLOYEE BENEFIT UPDATES: Association Health Plans

The U.S. Department of Labor (DOL) has issued a proposed rule which would allow employers to join together as a single group to offer group health insurance coverage to current employees, former employees, working owners, and their family members as part of an "association health plan." If finalized, the rule would allow association health plans to be formed on the basis of industry or geography, such as by state, city, county, or metropolitan area.

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4 Key Factors Every Business Owner Needs To Know

Whether you are already running your own small business, expanding to a mid-size organization or you manage the operations of a corporate entity you know that there are constant challenges to your ongoing success. It’s easier to meet those challenges, and ensure your business continues to grow and succeed if you have solid resources for basic business activities. From taxes, insurance, employee benefits, and being the boss, Premier helps break down 4 key components every business owner should focus on to keep your business running smoothly.

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What Is Wealth Management?

Wealth management takes the complexity out of each piece of your financial strategy and provides a 360º solution that is aligned with your objectives. In simple terms, it is a professional service that combines financial and investment advice, accounting and tax services, insurance, retirement planning, and legal or estate planning. Working with a wealth manager allows an individual or business to take the guesswork out of each piece of their financial playbook. While working primarily with one wealth manager, behind the scenes this person is coordinating input from a team of financial experts which can include coordinating advice from the client’s own attorney, accountants, and insurance agents.

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