Tracking account planning is rather like counting a mixed batch of tropical fish. You think you see patterns, but they’ve all changed by the time you’ve finished counting. There’s little enough doubt ...

The APG Creative Planning case histories are detailed examples of planning's contribution to the development of creative advertising, representing a valuable database of account planning ideas, ...

But if that’s your plan, be careful: The decedent estate then likely would become liable for TOD account taxes and any creditor claims, resulting in reduced shares for any estate beneficiaries.

We recently compiled a list of the 15 AI News Updates That Broke The Internet. In this article, we are going to take a look ...

“At Upland Altify, we’re committed to simplifying complex sales for B2B organizations by streamlining best practices in account planning and deal management,” said Toby Hottovy, Senior Vice ...

Ideacafe.agency has appointed Rahul Karwa as the Account Planning Lead for its Rurban experiential division, Ideacafe Roots. Rahul Karwa brings nearly 22 years of diverse experience across Sales ...