When the Shared-First approach is implemented in concert with PortfolioStat investment reviews, standardized architecture methods, and Digital Government planning concepts, agencies will have a stronger set of tools by which to innovate with less.

WHITEHOUSE: Introducing the IT Shared Services Strategy

Orient and introduce to the participants with the background, guidelines, objectives and concepts of education planning.

UNESCO: Education Planning Workshop for the Caribbean

Ideas such as financial planning and insurance coverage can be foreign concepts to those from families or home countries where it was not common.

FORBES: Big Data Shows The Growing Influence of Hispanics Will Change Business Models

These clients are also more likely to have their advisors help them in the planning process, and they are more likely to own more products and be open to new concepts, according to Hearts and Wallets.

FORBES: Do Your Clients Trust You?