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The CEO And The Yellow Notepad

It was just a Yellow, Legal sized Notepad, but it made this millionaire CEO's sales force more productive, less stressed and happier, at work and at home. How could a simple yellow notepad have such power? Here is the story: The millionaire CEO gave each of his employees a yellow, legal sized notepad and a pen. He also gave them these instructions: 1. Carry the notepad and pen with you at all times during your workday. Keep it handy, and within reach. 2. In th...

CPAs vs. Non-Certified Accountants – Clearing Up The Confusion

I wish I had a nickel for every time someone asked me what the difference is between CPAs and non-certified accountants. Essentially, non-certified accountants can simply hang up their shingle and open their doors for business. There are no educational requirements. If they want to prepare taxes, most states require a certain number of qualified hours of study plus continuing education hours each year. By contrast, CPAs have usually majored in accounting in college; sat f...

Corporate Team Building – Shake ‘Em Up To Wake ‘Em Up

Team building has become somewhat of a buzz word in corporate circles over the past few years. Many corporate event planners toss the term 'corporate team building' around willy-nilly as part of their marketing talk - but their events don't always live up to the team building promise. For an event to actually transform and cement new ways of working together, it has to offer more than just lip service and a group trip to go fly-fishing. Successful corporate team building ...

Mobile CRM – It’s Here Now

Today’s workforce is truly mobile. Most of us now work at the office, from home and on the road. ‘On demand access’ to critical customer information from anywhere is becoming a ‘must have’ facility. Now customers demand CRM access using a remote desktop or laptop accessing data through the Internet or on a handheld device. Suppliers are expected to have all the information at their fingertips at the moment of interaction. The same insight into their business and affairs ar...

Is an Independent Advisor Right for You?

The process of managing personal finances is both time-consuming and complex. According to the 2005 Employee Benefit Research Institute's "Retirement Confidence Survey," 55 percent of workers said they were behind schedule in retirement savings. With so many different companies offering a range of products and services, it's hard to know where to turn for financial advice.
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