The account planner is the bridge between the business side to the creative side of a marketing campaign. On the business side, the planner works with the account manager to understand what the client is looking for and then relate that to what the consumer wants.

On the creative side, the planner helps to create an expressive snapshot or a single-minded directional creative brief to lead the way to the drawing board.

Account planning cycle starts with a study of the brief from the client and secondary research.

A financial advisor is one who provides financial advice or guidance to customers for compensation. Financial advisors can provide many different services, such as investment management, income tax preparation and estate planning.

Our advisors carry the Series 65 license in order to conduct business with the public. A wide variety of licenses are available for the services that a financial advisor can provide.

Our advisors will assist you on the phone with inquiries regarding your accounts and let you know about current promotions in their market.

Reinvestment is using dividends, interest and capital gains earned in an investment or mutual fund to purchase additional shares or units, rather than receiving the distributions in cash.

In terms of stocks, it is the reinvestment of dividends to purchase additional shares. In terms of mutual funds, it is the reinvestment of distributions and dividends to purchase additional units of that fund.

Reinvesting a great way to significantly increase the value of a stock or mutual fund. In the case of stocks, investors can use dividends to buy additional shares instead of receiving payments in cash.

A financial forecast is an estimate of future financial outcomes for a company or country. Using historical internal accounting and sales data, in addition to external market and economic indicators, a financial forecast is an economist’s best guess of what will happen to a company in financial terms over a given time period which is usually one year.

Arguably, the most difficult aspect of preparing a financial forecast is predicting revenue.

Unlike a financial plan or a budget a financial forecast doesn’t have to be used as a planning document.

Bookkeeping is the recording of financial transactions, and is part of the process of accounting in business.

A bookkeeper is a person who records the day-to-day financial transactions of a business.

There are several standard methods of bookkeeping, such as the single-entry bookkeeping system and the double-entry bookkeeping system, but, while they may be thought of as “real” bookkeeping, any process that involves the recording of financial transactions is a bookkeeping process.