HubSpot‘s Transactional Email add-on is a specialized email delivery solution that helps businesses send automated, relationship-based communications like order confirmations, password resets, and account updates through a dedicated IP address....
MarketCounsel Consulting, a well-known legal consulting firm in the independent financial advisor space, is defending itself against a conservative activist who accused it of having hired a former CNBC editor...
Navigating the complex landscape of U.S. audit regulations has become increasingly challenging for audit professionals. With evolving standards from the Public Company Accounting Oversight Board (PCAOB), heightened scrutiny around documentation...
Planning for what happens after you are gone is never an easy topic, but it’s an important one. Whether you’re trying to protect your loved ones from financial stress or...
You should be selective. Here’s how. By August AquilaMAX: Maximize Productivity, Profitability and Client Retention Marketing should be about mainly getting the right clients for your firm – clients who...
When litigating a cannabis case, an understanding of the playing field is important. It is a mistake to assume a cannabis business operates like any other business. In some respects,...
The more time I’ve spent working alongside HR teams, the more I realize hiring is a lot like marketing. You need to attract the right audience (candidates), nurture them through...
I’ve created landing pages for just about everything. SaaS signups, lead magnets, waitlists, webinars, product launches, affiliate promos … you name it. Some flopped. Some converted at 30%+. The difference?...
If you look at the top 100 technology vendors in the wealth management industry, most are selling their products based on cost efficiency and time savings. But advisory firms that...
A smarter way to manage R&D credit claims before the October 15th deadline. Research and development (R&D) credit reporting has evolved from a routine task into a strategic priority for...
