When clients come to you for financial advice, they may appreciate having it related in the simplest way possible. Presenting them with a one-page financial plan allows you to condense the most ...

This article will show you how to create a simple SEO plan. This plan focuses on a single group of related keywords applicable to your business’s primary offerings or individual products/services. The ...

Most leadership teams go too deep with their strategic plans. One-page plans are faster, and probably better. Here’s how to make yours. If you’ve ever sat through a death-by-PowerPoint strategy ...

SALT LAKE CITY--(BUSINESS WIRE)--Elements, a mobile-first, client-centric, financial monitoring platform, today announced it has launched a fresh approach to the one-page financial plan (OPP) that ...

A month after veteran financial planner, author and New York Times "Sketch Guy" columnist Carl Richards joined Elements, the Utah-based financial monitoring platform is launching a new tool inspired ...

I was recently talking to a business owner who was really struggling with report overload. Every day he would get a report from his accounting department, legal, marketing, customer service, and ...

NEW YORK, March 27 (Reuters) - Gather round because here is today's personal-finance lesson inspired by famed Hollywood screenwriter William Goldman: Nobody knows anything. In other words, no one ...

If you’ve ever sat through a death-by-PowerPoint strategy presentation, you know the pain. Most leadership teams go too deep with their strategic plans. Traditional plans are bloated. They’re loaded ...