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Monthly Archives: October 2014

Strategy for Creating a Strong Financial Portfolio

Developing a strong financial portfolio requires a range of variables. Depending on your short and long term plans, it can be a library of strong stocks and investments, well-funded retirement accounts, emergency cash reserves and other diversifications that promote your financial stability. You need to calculate exactly what you want, what it would cost you and how to take action.Begin by making a list of your current assets. This needs to include anything of value, including stocks and bonds, vehicles, bank accounts, mutual funds) and your debt (mortgages, loans, credit card balances). One major key most overlook when looking for financial prosperity is not taking into account where they currently stand. Every entrepreneur knows a balance sheet like this is beneficial to change.

As you begin your approach, try to remember that overnight success may happen but it is rare. Building a complete financial portfolio can take many years of diligence. Be prepared to study and study again because there is nothing more risky than an educated investment. You want to design a plan that thrives regardless of external circumstances. That can entail both taking chances and playing it safe. The seasoned investment will attest diversity is key to a portfolio. The greatest financial risk is putting all your money in one place.

The less you know requires you learn, learn, learn. Stay up to date on fields you may want to invest in. Keep up with the latest news, trends and information. This will be invaluable when it’s time to make your investment and will also give you a sound foundation for tracking your investments. If you can find an ear in the industry, or an adviser, talk to it. There is no greater asset than someone that has already walked the path you want to be on.

The smart investor doesn’t dive into whatever is going to make the most money. They look at financial prospects that fit their lifestyle and talent. Some investors are skilled at commercial property rental. Others have an acumen for mutual funds or knowing when to get in and out of a growing investment bubble that’s likely to pop. Researching and investing in your interests enhances your chances of success and makes the endeavor far more interesting.

Developing a strategy for creating a strong financial portfolio is going to take time, effort, patience and a lot of forethought. But anyone willing to slowly build and wait will definitely reap the benefits.


Cane Bay Partners–Who, What, Where, Why?

ceo blogIn today’s rapidly changing business world, companies are always seeking ways to stay ahead of the competition. For many of them, using a management consulting firm has helped provide answers to key questions about business strategy and how to find new and innovative ways to improve their products, services, customer relations and more. When today’s smart companies need the best business advice, the place they turn is Cane Bay Partners.

Founded in June 2009 by a group of business executives with many years of international experience in financial services, Cane Bay Partners has quickly established itself as one of the top management consulting firms in the world. Clients in need of help regarding risk management, debt collection strategies and how to better market themselves to both customers and other businesses turn to Cane Bay Partners to help them achieve their goals.

Having established long-standing relationships with many major companies worldwide, Cane Bay Partners is continually sought out for its advice and numerous ideas regarding business strategy. Focusing on business and economic growth and development, Cane Bay Partners has been able to focus only on those areas they and their clients deemed most important in finding success in the boardroom and when dealing face-to-face with customers.

With a mission to bring the foresight and initiative needed to help businesses grow, Cane Bay Partners demonstrates this first-hand by being heavily involved with many philanthropic endeavors in St. Croix. By showing their commitment to the area they call home, they understand everything involved in helping to create job growth and opportunity for those around them.

When working with clients, Cane Bay Partners will assess their individual situations and then offer sound and reasonable solutions to their problems. Known as a management consulting firm that puts its clients in positions to succeed time and time again, Cane Bay Partners is committed to providing recommendations that result in success for their clients. Able to see their product development, portfolio management and risk management become better than ever before, the clients of Cane Bay Partners know firsthand just how well things work when implementing Cane Bay’s suggestions.

Working with a variety of global-based businesses, Cane Bay Partners strives to make sure their clients are given practical, effective and proven ways to see improvement in many areas. If it’s a smart business move you are trying to make, teaming up with Cane Bay Partners is pure genius.

Effective Marketing for Finance Companies


Digital Marketing Today

Today’s world demands that marketers understand that interrupting people is not as important as being with them. Your email, online and social media marketing strategies must acknowledge and address this fact.1. Email Marketing. With an email marketing strategy and analytics, it’s easy to gauge how many people received your email, how many people opened it, and what they clicked on and if they shared it.

2. Banner Advertising. Is your message smartly crafted and conveying the information people want and need? Are you call-to-actions clear and exact? Is targeting based on the customer’s geographical location, language and the most opportune time of day?

3. SEO Strategies. Search engine optimization is the cumulative strategies employed to get free organic traffic from natural search engine results. Consider your website’s level frequency of content. Does it address your customer’s needs? Website site architecture is critical for customer ease of navigation and making sure they get targeted information. Effective link building strategies can boost a website’s page rank. Social media footprints allow marketers to monitor what’s being said and being shared. Customers like to know you’re listening and that you’re willing to respond.

Blogging is essential for two reasons: it informs search engine algorithms that new content has been added to your website, and it (depending on the content) can quickly establish your company as an expert in its field.

Old School Advertising

While the digital marketing age is alive and well, old-school advertising and branding are still in play. Network and attend events. Stay involved and work with a variety of organizations and boards so as to build a solid base of friends and colleagues. Networking in your local community can help inform people about what your firm specializes in. Passing out business cards to friends and colleagues is still an effective means of sharing your brand with the world.

One of the best ways of staying ahead or on top of the competition is to monitor them on a daily basis. “Google” your competitor’s address (in parenthesis) to find out where they’re listed in local directories and in social media venues where they’re prominent. Study their keywords, messaging and how they interact with their customers. Offer a unique service or improve on their best practices.

Stay informed with what’s happening in your field. What marketing publications to you read and follow? Who are the marketing gurus in your field, and what’s their best marketing advice? We live in a world where the need to learn new things never stops.