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Originally Published in The Brief, April 2022 Think about the businesses you’re loyal to. It’s likely because they cater to you. They offer things that make it easier for you. Insurance is a critical necessity for Spanish-speaking consumers. And Customer Communications Group research found that the Hispanic/Latino market represents $1.5...

This Finseca Report Marketplace was prepared exclusively for Finseca Influencer members by Jon Forster, Partner, and James Judd, Partner, at BakerHostetler. Market Trend: As more people rely on individual retirement accounts (“IRAs”), 401(k) plans, and other qualified plans to provide for retirement, they must plan carefully to address potential...

I’ve been blessed with so many meaningful and important mentors in my life. Each and every one of them has given me perspective and motivation. On top of that, every single one of them, in their own way, has helped me slay a hell of a lot of dragons. After being mentored and mentoring so many other people, I can say beyond a shadow of a doubt...

It’s April! While for some this month conjures visions of colorful flowers, the Final Four, the Long Beach Grand Prix or Spring Break, for most Americans it brings that sinking feeling, that annual anxiety, brought on by dreaded “Tax Time.” April 15 is just around the corner. While you might have filed your tax returns already, it is certain...

When most people hear the word "brand" they think of a place or thing, but often they do not think about a person. By definition, a brand is an intangible marketing or business concept that helps people identify a company, product or individual. People often associate brands with labels, logos, slogans, or other recognizable marks. But what...