Job Description – Operations Associate – Financial Services

Cantella & Co., Inc., located in Boston’s financial district, is the home office of a rapidly-growing independent broker/dealer. We plan to double in size in the next five years and need talented, capable, career-oriented people to achieve this goal. We have an immediate opening for an Operations Associate who can “hit the ground running”. The successful candidate must be self-motivated, hard-working, and have a strong desire to be an integral part of a winning…

Dennis J Demuth, CFP® has been helping clients with investment and retirement income strategies since 1997. Having observed both good and bad economic times in his long financial services career, Dennis strives to build client planning strategies which anticipate what will happen over a client’s work life and retirement life. His mission is to help clients navigate both successfully. In working with his clients, Dennis gains…

Spectre and Meltdown computer flaws - what to do

…

My friend tried to start a conversation this week with one of his referral partners at a networking event and the person told him ‘thanks, but I am all set. I am happy with the person I am working with’. We all have business relationships that we are happy with, but when you say you are all set, it hurts your chance to develop a referral relationship with the person you are speaking with. This happens all the time.

Rather than just saying I am all set, how about saying something like ‘that is not a match for me, but tell me more about what you are doing in case I meet someone who…

I have been working on some new ideas for networking events, such as Speed Networking. I am amazed by how many people tell me “nobody wants to attend speed networking events, it is a horrible idea”. What I have found is, if someone does not like my idea, they will expand their opinion from they do not want to attend to nobody wants to attend.  Well, the first two speed networking events have sold out. So far, so good.

When someone offers me an opinion, I typically listen to it and then ask myself do they have any valid points? Just because someone does not like your idea does…

It's so much more than numbers.

I had today off. I went on a day trip with my Wife and Mother-in-Law and had some fun. In the past, I never would have thought of taking days off, because like most people, I listened to the gurus. They tell us that we have to hustle and grind and work all the time to be successful. I have learned the hard way that there is a time to work hard, but you need to find balance in your life and make time for family and friends. We let relationships slip because we think there will be time later to have fun, once we are successful and reach our goals. But sadly that is not always true. There was…

When someone takes the time to comment on my videos I try my best to send them a message thanking them and asking if there is anything I can do to help them.  Last week I thanked a woman from New York City and when I asked her how I could help, she said she needed help finding a job. Now it would have been super easy to say ‘I am sorry but I don’t know anyone in New York City’. Instead I said lets schedule a call to see what we can do. During the call she told me that she is starting a business to help people impacted by cancer. She told me her story about being a survivor. We spent…

Will Murphy is CO-Founder and COO of Everlasting Capital Corporation. Everlasting Capital Corporation is a national business finance solutions provider, redefining lending and financing by consistently providing outstanding customer experiences and innovative, world-class services. They offer numerous fast and cost effective solutions for all types of businesses and work very hard for you and your business whether you have bad credit, no credit, great credit or you just started your business. Will and his team have a burning desire to prove…

Last week I was speaking to one of my friends and he told me that one of the struggles he has, as a small business owner, is staying motivated and doing the daily marketing tasks that he knows he has to do to be successful.

I think most people can relate to this comment. Often I see my friends get discouraged because their marketing efforts are not producing the results that they want, so they give up. In other cases their efforts are working and they become busy, so they stop marketing themselves and then of course their business slows down.

The goal of the group is to…