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Tom Meaglia, ChFC®, AEP®,

CLU®, CRPC®, MSFS

Chartered Financial Consultant

Investment Advisor Representative

Chartered Retirement Planning Counselor

CA Insurance Lic. #0567507

 

Meaglia Financial Consulting

2105 Foothill Blvd., #B140, La Verne, CA 91750

 

Toll Free: 800-386-3700

Bus:         909-593-6105

Cell:         818-681-8600

Fax:         909-593-6120

 

Email: tom@meagliafinancialconsulting.com

Website: www.meagliafinancialconsulting.com

September/October 2018

Adopt a Digital Mindset

Happy 3d small person with AT symbol.Isolated on white background.

While most business owners look for ways to operate efficiently, finding ways to cut costs is often difficult. One not-so-obvious way to accomplish this is to become proficient with digital tools, helping to reduce overall costs and also attract and retain tech-savvy individuals.


Extend Your Reach
In today’s digital world, content is the marketing buzzword of the day. Using popular social media, post regularly on the websites your customers frequent most, so readers know when to expect them. Make sure to make posts relevant to your customers and business. You might even acknowledge or reward your best customers online.


Adopting a thought-out, online content approach will appeal to younger customers and to younger, prospective employees, who will become your company’s leaders tomorrow.


Travel by Tech
Technology can also help cut travel costs. With today’s teleconference and meeting tools, your salespeople can travel the globe online at a fraction of the cost of in-person travel. And speaking of tech, using cloud-based software solutions and maintaining online backups may also save you considerable dollars.


More Cost Savings
With tech as a vital tool, consider a policy that allows employees to work some portion of their week from home — a valuable employee benefit. A generous telecommuting policy can open your company up to qualified job candidates throughout the U.S. and, for that matter, the world.


By using online tools, you can also cut redundant paperwork and the wasted hours used to produce it, and you may even consider moving to a smaller brick-and-mortar office space, thanks to your new telecommuting policy.


Take Precautions
While you count your tech-enabled cost savings and content marketing-generated profits, don’t forget to take precautions by maintaining current virus scanning and malware software to guard against a digital hack.


Tech-enabled Benefits
When you adapt a digital mindset, why not also use this approach to give employees the freedom to manage their employee benefits the way they feel most comfortable – via smartphone and other online approaches.


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Thomas Meaglia is an Investment Adviser Representative of Coppell Advisory Solutions LLC, dba, Fusion Capital Management, a registered investment adviser that only conducts business in jurisdictions where it is properly registered, or is excluded or exempted from registration requirements. Registration as an investment adviser is not an endorsement of the firm by securities regulators and does not mean the adviser has achieved a specific level of skill or ability. The firm is not engaged in the practice of law or accounting.
Insurance and annuity products are not sold through Fusion Capital Management. Fusion does not endorse any annuity or insurance product, nor does it guarantee any insurance or annuity performance. Annuity and life insurance guarantees are subject to the claims-paying ability of the issuing insurance company. If you withdraw money from or surrender your contract within a certain time after investing, the insurance company may assess a surrender charge. Withdrawals may be subject to tax penalties and income taxes. Persons selling annuities and other insurance products receive compensation for these transactions. These commissions are separate and distinct from Fusion's investment advisory fees.
Meaglia Financial Consulting and LTM Marketing Specialists LLC are unrelated companies. This publication was prepared for the publication’s provider by LTM Client Marketing, an unrelated third party. Articles are not written or produced by the named representative.

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