What’s going on in the minds of the EFA team? You can read about it in our blog. Whether it’s ideas from the industry or emerging trends, you can read about it here. And once in a while, we may throw in a surprise. So keep checking in. We’re glad to have you reading along.
Mandy Szewczuk |
Monday, August 15, 2022
Now that we’ve entered the second half of the year, it’s time to start planning for the end of it. That doesn’t mean you should give up enjoying the rest of your summer, but good things happen with good planning. And...
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Mandy Szewczuk |
Tuesday, July 19, 2022
Being there for your clients means the tough times along with the good. It’s very easy to be popular when you’re presenting information on growth in accounts, and much more difficult to be seen as the “bad guy”...
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Mandy Szewczuk |
Wednesday, June 15, 2022
Last month we talked about some ideas to keep you at the forefront of your clients’ minds between annual meetings, making you the one they think about when life events happen, good or bad. Part of this is creating a client...
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