A Wealth of Learning Opportunities – and Resources – at Your Fingertips
Knowledge is power. Imagine what you could do with 24-hour access to a powerful learning community to help you stay up to date with the latest trends, insights, news, and best practices to share with your valued clients. XPX’s exclusive Knowledge Exchange is the one place where you can exchange knowledge with some of the industry’s most successful professionals with expertise in a wide variety of areas. Here are recent posts from our chapter activities and members:
News & Posts
Annapolis, MD – Craig Decker, Managing Director, of Alex.Brown/Decker Global Wealth Group located at 2077 Somerville Road, Suite 320 Annapolis Maryland 21401, was among the Raymond James-affiliated advisors named to the Forbes list of Best-In-State Wealth Advisors. The list, which recognizes advisors from national, regional and independent firms, was released online April 4, 2023. Click…
If your business performance is lackluster, take a closer look at how it’s operating. And if you’re a business owner already running your company on EOS® – the Entrepreneurial Operating System — congratulations! You’ve already taken an essential first step toward gaining clarity around your goals and organizing the milestones for how you and your team will…
Every business needs a strong marketing strategy and plan, but not every business needs a full-time Chief Marketing Officer (CMO). Hiring an outsourced CMO can be the perfect solution for companies needing marketing leadership and business savvy without incurring high-ticket costs. Here are three reasons to consider hiring a fractional CMO for your business. 1. Fractional…
In the current crazy employee hiring and retaining climate, little things to boost morale and culture can go a long way. That’s why Employee Appreciation Day may be more important in 2023 than ever before.You know your team best. What is it that will feel like a “gift” vs. an obligation to participate because, let’s face…
Over the last two weeks, I’ve had clients, colleagues, and even family members asking me my thoughts about ChatGPT. Some of them had a glimmer in their eye, while others had a furrowed brow, which seems to be the going trend — some are ecstatic about the power of AI, while others are confused or…
BLUE RIDGE ESOP ASSOCIATES ACQUIRES CROWE LLP ESOP BUSINESS Crowe Employee Stock Ownership Plan (ESOP) and certain tax-related 401(k) Plan services will transition to Blue Ridge CHICAGO (August 11, 2022) – Blue Ridge ESOP Associates, the nation’s largest independent ESOP administration and recordkeeping firm, announced today that it has acquired the ESOP services and certain…
Video marketing may be the best way to convey member benefits and engage prospective and new members. Running an association or other membership-based organization right now certainly has its challenges. In-person events have taken a significant hit and members are distracted by labor and supply chain shortages, lingering impacts from Covid, inflation, and more. Breaking…
A traveler came upon an old woman selling vegetables by the roadside. “Grandmother, what sort of people live in the next town?” asked the stranger. The old woman looked at the traveler. “What were the people like in the town you just came from?” she asked him. “Oh, They were a bad lot. Troublemakers, and…
April 11, 2022 FOR IMMEDIATE RELEASE Media Contact: Craig Decker, 410.525.6208 www.DeckerGlobalWealth.com XPX MARYLAND MEMBER CRAIG DECKER NAMED TO FORBES’ LIST OF BEST-IN-STATE WEALTH ADVISORS Annapolis, MD – Craig Decker, Managing Director, of Alex. Brown/Decker Global Wealth Group located at 2077 Somerville Road, Suite 320, Annapolis, Maryland 21401 was among the Raymond…
Conflict avoidance and mitigation create artificial harmony, and by contrast, teams that are comfortable with “creative conflict” will find that the best ideas emerge from debate. In our 5 Behaviors of a Cohesive Team training, we discuss how the best teams not only have conflict but actually embrace it. However, when we talk about conflict,…
Although graphic designers and brand managers should know the answer to the question, “How do brand colors help businesses increase brand value?”, many business owners don’t. And as members of the C-suite who have the most vested interest in their company’s success, this article will shed some valuable light on the importance of brand colors. Branding Color Schemes Do…
Baltimore, MD, Feb. 14, 2022 — From humble beginnings to today recognized as one of Maryland’s premier boutique marketing advisory firms, Incite Creative celebrates 22 years in business. Incite Creative started as a two-person company working out of a third-floor apartment in Baltimore City. In 2000, it began with just two clients, an interchangeable phone/fax line and a…
“So, tell me about yourself.” “What’s happening on the big project?” “How are our quarterly numbers?” If you want to sound confident, your response to any question should be clear and engaging. “Ummm, that’s a good question…” or “Well, that depends…” does not communicate confidence. At The Confident Communicator, we coach aspiring leaders to start…
Internal Revenue Code Section 401(a)(28) allows employees to diversify a portion of their stock once they meet certain eligibility requirements. There are specific age and service requirements outlined by the IRS to determine who is a Qualified Participant, however your plan may allow for rules that are less restrictive. Statutory Requirements: Click here to continue…
When an employee terminates employment with the company due to a disability, his or her ESOP account may be subject to certain procedures and additional benefits. Before these procedures and benefits can be applied, it is important to understand how your ESOP Plan Document defines disability and whether or not the employee’s circumstance meets that…
On November 4, 2021, the IRS announced cost of living adjustments affecting qualified retirement plans for 2022. Almost all of the limits increased from 2021 to 2022, some by greater amounts than we have seen in some time. Click here read the entire article.
Once again, the winter holiday season has come and gone, and so has my two-week vacation. While I did get my fair share of R&R, I also used some of my downtime to get better organized. Not only around the house but also in my email inbox. The Repercussions of “Subscribe to Get Holiday Deals…
What is your strategy for getting new business in 2022? Perhaps this tale of two contractors will help you start the new year off on the right path. December 2021. It was the best of times because it was the holiday season, which meant decorating the house, celebrating with family and friends, and getting some…
People have been selling businesses and retiring forever, so why is this important? Well, after nearly 30 years in healthcare, I’ve seen a startling trend that must be addressed. Let’s walk through two scenarios, and you pick the one that reflects your future desires. Retirement Scenario 1 – The Cliff It is not uncommon for…
So here’s a funny but true story about the word ‘hygiene.’ A long, long time ago – circa 1993 – I landed my first full-time job at Johns Hopkins School of Hygiene and Public Health. You, youngsters, might know it now as the Bloomberg School of Public Health. I remember the day I got the call. I…
When it comes to developing a marketing strategy, everyone is looking for ways to stand out from the crowd and engage with their prospects and clients. While there are several strategies to do this, one of the most effective is the use of humor, and meme marketing is a fun, low-effort way to engage with…
In this vast and ever-changing world of technology, gobs of email service providers (ESP) exist. The most common include Gmail, Outlook, Apple Mail, and Yahoo. And there are even some AOL users still out there. And come September 15, 2021, Apple will throw us all a curveball. But Before we Tackle Apple, Let’s Start with…
We can’t wait for you to experience the cleaner, brighter and more user-friendly feel of our new platform! The site is designed to give you and your company greater visibility. Here are three things you should know: Emails from XPX will now come from my.exitplanningexchange.com—please adjust your email settings! Your new profile can have a…
Aug 20, 2021
Program produced by XPX Maryland. Strategic Workplace Transition: A Psychological and Tactical Perspective Join us for a deep dive into issues business owners will be navigating as employees return to the office. Laena Capps, Executive Director of HR at Capital Services, and Litsa Williams, Co-Founder at What’s Your Grief, will cover operational and psychological concepts…
Program produced by XPX Maryland. Understanding New Tax Laws: What Do they mean for business owners Ed Kidner, Attorney at Davis, Agnor, Rapaport & Skalny, helps us traverse new Tax Reform legislation and understand how the new laws will impact business owners. Our Speaker: Ed Kidner, Attorney at Davis, Agnor, Rapaport & Skalny, LLC Ed…
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