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Articles by Nicholas J. Toman, CFP
Kiplinger
Nicholas Toman, CFP®, is a lead retirement planner and investment adviser with Empowered Financial Management, a firm that specializes in retirement...
25 meses atrás
How Call Centers Use Behavioral Economics to Sway Customers ^ H005WH
Harvard Business Review
Next time you're on the phone with a call center, listen carefully to what the rep says. Chances are you'll hear your name several times, hear a tone of...
26 meses atrás
The End of Solution Sales
Harvard Business Review
Reprint: R1207C In recent decades sales reps have become adept at discovering customers' needs and selling them “solutions.” This worked because customers...
120 meses atrás
Is Retirement in 2023 Still Possible?
Kiplinger
Yes, it is, if you have a customized plan specific to your retirement. If you do, you're in the minority, though, so here are some ways to...
19 meses atrás
4 Barriers to Break Down for a Successful Retirement
Kiplinger
Preparing for the next phase of life and breaking down retirement barriers can help relieve anxiety. Financial expert Nicholas Toman offers...
23 meses atrás
HBR's 10 Must Reads on Sales (with bonus interview of Andris Zoltners) ^ 10147
Harvard Business Review
We've combed through hundreds of "Harvard Business Review" articles and selected the most important ones to help you understand how to create the conditions...
61 meses atrás
Michael X Doto Obituary (2022) - Wilmington, DE - Doherty Funeral Homes, Inc. - Pike Creek
Legacy.com
Michael X Doto (age 57) passed away at his home in Wilmington, DE. Michael was an accomplished craftsman, skilled at woodworking, computer-aided design.
28 meses atrás
Marilyn J. Doto Obituary (2023) - Wilmington, DE - Doherty Funeral Homes, Inc. - Pike Creek
Legacy.com
Marilyn Doto Obituary Marilyn J. "Lyn" Doto, age 77, died peacefully at home on October 7, 2023, with her husband at her side.
13 meses atrás
Leveraging Moments of Truth
CRM Buyer
eGain is touting a report from Forrester Consulting and my friend Ian Jacobs purporting to show that omnichannel customer service is...
109 meses atrás
10 exceptional books on customer experience and growing existing clients
Creative Boom
As a business owner, keeping clients happy is key to your survival. To achieve this, you must deliver exceptional customer service and...
101 meses atrás