In this episode, Asset Strategy's Business Operations Manager and Financial Consultant Bill O'Neill, AIF®, sits down with Asset Strategy's Director of Retirement and Senior Financial Consultant Tim Black, to talk about the ins and outs of Social Security. Tim and Bill discuss the qualifications to... more
By simple explanation, "Fiduciary" applies to any situation in which a person places “Confidence” and “Trust” in someone else. Some examples are a doctor to a patient, a lawyer to a client, or a corporation to its shareholders. It is the relationship between two parties, where one entity has the... more
Strong communication skills are one way to increase your value proposition and outperform the competition. Your ability to instill confidence and provide guidance are traits the Luxury Consumer will appreciate and respect you for.
Here we talk about “Persuasive” phrases. Ones where you lead a... more
The way others perceive you is strongly based on how well you communicate. Your “Eloquence”, which is defined as “being persuasive in speaking or writing” is a powerful skill in attracting and retaining the clients.
No matter what business you are in, long-term success is largely based on good... more
This training video provides janitorial staff working in assisted living facilities with essential knowledge and best practices for effective infection control. Participants will learn about proper cleaning and disinfection techniques, the importance of hand hygiene, and strategies for... more
In this podcast, we dive into the dynamic world of financial planning, tax strategies, investment, and retirement ideas! Think of assets and taxes as the yin and yang of your financial journey – you want your assets to grow and your taxes to shrink. Whether you’re an individual looking to maximize... more
