Process

Optimizing The Planning Process To Address Challenges For Clients Who Are 1 Year Away From Retirement – Go Health Pro

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Optimizing The Planning Process To Address Challenges For Clients Who Are 1 Year Away From Retirement – Go Health Pro

When onboarding new clients, financial advisors often use a three-meeting cadence: a Discovery Meeting to gather information, a Presentation Meeting to discuss the plan, and an Implementation Meeting to finalize it. While this approach works for many clients, individuals who are 12 months away from retirement face a range of complex financial and emotional considerations. … Read more

The Three Step Process To Investing A Lot Of Money Wisely – Go Health Pro

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The Three Step Process To Investing A Lot Of Money Wisely – Go Health Pro

Let’s say you’ve come into a large sum of money—perhaps $1 million or more from stock grants, a bonus, or the sale of a home. Congratulations! After accounting for taxes, the real challenge is deciding how to invest it. Given the significant amount, the last thing you want to do is lose a portion of … Read more

Yokogawa And Claroty Team Up To Protect Process Operations – Go Health Pro

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Yokogawa And Claroty Team Up To Protect Process Operations – Go Health Pro

Industrial automation provider Yokogawa Engineering Asia is set to give customers in Southeast Asia, Australia and New Zealand access to Claroty’s cybersecurity platform to enable these enterprise organisations to protect their process operations against cyberthreats. In a reseller agreement signed recently between the two companies, Yokagawa agreed to add the Claroty platform either as an … Read more

Embroker’s enhanced application process for tech companies – Go Health Pro

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Embroker’s enhanced application process for tech companies – Go Health Pro

We’re excited to announce our enhanced Embroker ONE experience for technology companies, a single-destination insurance solution that can generate quotes for multiple coverages with just one application. We know that your time is valuable, so we’ve streamlined the process to make it faster, easier, and more intuitive than ever before. Why we built it Traditional … Read more

Book: Draft No. 4: On the Writing Process – Go Health Pro

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John McPhee’s Levels of the Game was published when I was three. I’ve read many books about tennis, but it’s still my favorite, with String Theory: David Foster Wallace on Tennis coming in a close second. Both books share extraordinary writers and a topic I can relate to, given my short but profane junior tennis … Read more