Social media can offer advisors opportunities to connect with prospective clients while nurturing relationships with existing ...

Learn which strategies matter now and where marketers should shift budgets for stronger, more reliable performance this year.

Which metrics and KPIs are most often reported to CMOs and other top marketers? Do high-performing brands pay closer attention to certain types of metrics or KPIs? To find out, Allocadia surveyed 200 ...

Key performance indicators (KPIs) measure how effective your company is at achieving its goals. Learn how to find the right ...

Map out your own marketing calendar for 2026 with our free customizable template. Plan your content around important dates and leverage them for better engagement. The SEJ marketing calendar includes ...

The problem: You worry that members of your sales team are not following the right messaging guidelines in their cold outreach to prospects. The solution: You can give them templates to one-click ...

Microsoft's spreadsheet program can do way more than you might imagine. These are the hacks and tricks you need to know. Our team tests, rates, and reviews more than 1,500 products each year to help ...

Select Save as Template. Save a file with a CRTX extension in your default Microsoft Excel Templates folder. Once that's done, simply reapply that template to new charts. Select the data you want to ...