Whether you want to increase your sales, gather a more extensive customer base, or just accomplish needed business improvements, Miguel Gonzalez shares a few goals to help you get started in setting business goals for a Prosperous New Year.
Cortburg Speaks Retirement - episode #169: 6 Business Goals for a Prosperous New Year / Investment in Stock Market, Financial Planning, Retirement Planning, Money Management
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About Cortburg Retirement Advisors, Inc.
Cortburg Retirement Advisors is a full-service, boutique financial planning firm - helping guide clients through the turbulent and calm economies. Their goal is to help grow, protect, and preserve their assets from their first job through retirement. Cortburg’s “all in one house” capabilities mean that their experienced team can help with all financial needs - wealth management, estate and tax planning, group retirement, employee benefits, insurance, and retirement planning.
Welcome to Cortburg Speaks Retirement Podcast
with Miguel Gonzalez, MBA, AIF®, CPFA®, CRC®
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INTRODUCTION
Welcome to Cortburg Speaks Retirement
An audio podcast about investing in the stock market, financial planning, money management and retirement planning. Each Wednesday, we help investors at all stages of life learn how to potentially grow and preserve their money from first job through retirement.
Now here is your host, Miguel Gonzalez.
HOST
Good morning and welcome to the CORTBURG SPEAKS RETIREMENT audio podcast.
On this week’s audio podcast, I share 6 business goals to help you setup for a Prosperous New Year.
The new year is fast approaching, and it is the perfect time to set up resolutions for your business. Whether you want to increase your sales, gather a more extensive customer base, or just accomplish needed business improvements, below are a few goals to help you get started.
1. Beef Up Your Online Presence
Your business’s online presence is a crucial component of marketing your company. In today's society, many first look at a company's online presence before deciding to call. The new year is the perfect time to take stock of your current online marketing collateral and presence and find areas where it can be improved or revamped to keep up-to-date and relevant to consumers.1
2. Give Your Brand a Boost
Give your brand a look from a customer and consumer angle and see if it still fits the target market you are trying to serve. If you feel like your brand messaging is dated or no longer appeals to the customer base you are trying to attract, consider a revamp.1
3. Find Ways to Promote a Work-Life Balance
The pandemic changed the way people approach employment. After weeks and sometimes months of working from home, many employees now are seeking a work-life balance that makes them happy. Review your current employee policies and see if there are ways to help employees achieve the work-life balance they wish for.1
4. Create Efficient Workflow Processes
The more efficiently your business operates, the better you will be able to handle customers' needs and keep a healthy bottom line. Sometimes, you need to take a step back with a discerning eye, honestly review your current processes, and find out areas that need improvement and how to improve them.2
5. Give Your Business Plan an Update
The one thing that you are always able to count on in life is the fact that things change. What used to work for your business may not work in the current economic climate or for your current and prospective customers. You may find that expanding the business is necessary or that the business may benefit from taking on a new investor. By taking the time to review your plan, you will make sure that it is still relevant to any changes your company has experienced since its inception.2
6. Grow Your Network
Growing your network is a great way to grow your business. Networking will allow you to grow your customer base, find vendors to suit your needs, and help you get your business name in front of the correct people. Make a goal this year to expand your network, whether it is through social media networking or business events.2
Make sure to visit our website, www.CortburgRetirement.com. Our site is filled with educational videos, eBooks, publications, and financial calculators designed to help you learn more about your finances. As you search our site, send us a note regarding any questions you may have about any particular investment concepts or products. We will get back to you quickly with a thoughtful answer.
This is Miguel Gonzalez, Certified Retirement Counselor (CRC) and Managing Partner, with Cortburg Retirement Advisors signing off for this week’s educational podcast.
DISCLOSURES
Opinions expressed are subject to change without notice and are not intended as investment advice or a solicitation for the purchase or sale of any security. Please consult your financial professional before making any investment decision.
All performance referenced is historical and is no guarantee of future results. All indices are unmanaged and may not be invested into directly.
This information is not intended to be a substitute for specific individualized tax advice. We suggest that you discuss your specific tax issues with a qualified tax advisor.
CRC conferred by The International Foundation for Retirement Education.
Securities offered through LPL Financial. Member FINRA/SIPC. Investment advice offered through Private Advisor Group, LLC, a registered investment advisor.
Private Advisor Group, LLC and Cortburg Retirement Advisors, Inc. are separate entities from LPL Financial.
Investing involves risk including possible loss of principal.
- The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual.
- All information is believed to be from reliable sources; however, LPL Financial makes no representation as to its completeness or accuracy.
- This article was prepared by WriterAccess.
- Footnotes: