'Specific financial' diaporamas de présentation

Wealth Management

521 views • 24 slides

Setting Financial Goals

Setting Financial Goals. ETP 3700: Entrepreneurial Financial Management Dr. Mark T. Schenkel. Income Exercise. What will be your specific financial needs: When you graduate? In five years? When you retire?. Importance of self-assessment. Keeps your goals front and center

221 views • 4 slides

What is the Best Time to Reach Consumers with Financial

Timing matters because customers act at the moment when they need something. Not before, not after, but when they need it. So timing your programs to coincide with times of need for specific products and services is critical. For more details visit: http://www.mailing-lists-direct.com/

154 views • 2 slides